PS
GUT

Principal Securities’s Gabelli Utility Trust GUT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,126
Closed -$12.9K – 2259
2025
Q3 		$12.9K Buy
2,126
+55
+3% +$331 ﹤0.01% 2613
2025
Q2 		$12K Buy
2,071
+116
+6% +$628 ﹤0.01% 2547
2025
Q1 		$9.84K Hold
1,955
– – ﹤0.01% 2531
2024
Q4 		$9.84K Buy
1,955
+57
+3% +$296 ﹤0.01% 2527
2024
Q3 		$9.87K Buy
1,898
+3
+0.2% +$17 ﹤0.01% 2448
2024
Q2 		$10.9K Buy
1,895
+50
+3% +$284 ﹤0.01% 2343
2024
Q1 		$9.98K Buy
1,845
+53
+3% +$280 ﹤0.01% 2342
2023
Q4 		$9.47K Buy
+1,792
New +$10.1K ﹤0.01% 2273

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's GUT Position: Q4 2025 in Review

Principal Securities sold out of Gabelli Utility Trust (GUT) in Q4 2025, closing a stake of 2,126 shares — an estimated $12.9K sold.

Principal Securities first reported a position in GUT in Q4 2023 and held it in 8 quarters. The position peaked at $12.9K in Q3 2025. 101 funds tracked by Wall St. Rank hold GUT as of Q4 2025.

  • Principal Securities reported no remaining Gabelli Utility Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,126 Gabelli Utility Trust shares in Q4 2025, an estimated $12.9K.
  • Principal Securities first reported a position in Gabelli Utility Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Gabelli Utility Trust position peaked at $12.9K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.