PCMM
GUT

Piedmont Capital Management (Montana)’s Gabelli Utility Trust GUT Stock Holding History

Piedmont Capital Management (Montana)’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$165K Hold
24,977
– – 0.08% 58
2026
Q1 		$150K Sell
24,977
-2,460
-9% -$14.9K 0.08% 50
2025
Q4 		$165K Hold
27,437
– – 0.08% 51
2025
Q3 		$166K Hold
27,437
– – 0.09% 52
2025
Q2 		$159K Buy
27,437
+2,727
+11% +$14.8K 0.09% 54
2025
Q1 		$124K Hold
24,710
– – 0.09% 45
2024
Q4 		$126K Hold
24,710
– – 0.08% 52
2024
Q3 		$127K Sell
24,710
-15,706
-39% -$90.7K 0.08% 51
2024
Q2 		$218K Hold
40,416
– – 0.15% 45
2024
Q1 		$218K Hold
40,416
– – 0.15% 45
2023
Q4 		$214K Hold
40,416
– – 0.16% 48
2023
Q3 		$209K Hold
40,416
– – 0.17% 46
2023
Q2 		$267K Hold
40,416
– – 0.2% 42
2023
Q1 		$282K Hold
40,416
– – 0.23% 41
2022
Q4 		$296K Hold
40,416
– – 0.25% 39
2022
Q3 		$272K Hold
40,416
– – 0.25% 36
2022
Q2 		$268K Hold
40,416
– – 0.28% 35
2022
Q1 		$281K Hold
40,416
– – 0.21% 38
2021
Q4 		$325K Hold
40,416
– – 0.26% 37
2021
Q3 		$310K Buy
+40,416
New +$317K 0.25% 36
2021
Q1 		– Sell
-40,416
Closed -$320K – 42
2020
Q4 		$320K Buy
+40,416
New +$305K 0.32% 36

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Piedmont Capital Management (Montana)'s GUT Position: Q2 2026 in Review

Piedmont Capital Management (Montana) held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 24,977 shares worth $165K. The position accounts for 0.08% of the portfolio, ranked #58.

Piedmont Capital Management (Montana) first reported a position in GUT in Q4 2020 and has held it in 21 quarters since. The position peaked at $325K in Q4 2021. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Piedmont Capital Management (Montana) held 24,977 shares of Gabelli Utility Trust worth $165K as of Q2 2026.
  • Piedmont Capital Management (Montana) left its Gabelli Utility Trust share count unchanged in Q2 2026.
  • Gabelli Utility Trust made up 0.08% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #58 holding.
  • Piedmont Capital Management (Montana) first reported a position in Gabelli Utility Trust in Q4 2020 and has held it in 21 quarters since.
  • Piedmont Capital Management (Montana)'s Gabelli Utility Trust position peaked at $325K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.