Sonora Investment Management Group’s Gabelli Utility Trust GUT Stock Holding History

Sonora Investment Management Group’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 Q3	$96.6K	Hold	15,919	–	–	0.01%	291
2025 Q2	$92.3K	Buy	15,919 +1,500	+10%	+$8.12K	0.01%	295
2025 Q1	$77K	Hold	14,419	–	–	0.01%	293
2024 Q4	$72.5K	Buy	14,419 +2,404	+20%	+$12.5K	0.01%	290
2024 Q3	$62.5K	Sell	12,015 -312	-3%	-$1.8K	﹤0.01%	281
2024 Q2	$66.7K	Hold	12,327	–	–	0.01%	276
2024 Q1	$66.7K	Hold	12,327	–	–	0.01%	277
2023 Q4	$65.1K	Hold	12,327	–	–	0.01%	270
2023 Q3	$63.7K	Hold	12,327	–	–	0.01%	255
2023 Q2	$81.5K	Hold	12,327	–	–	0.01%	262
2023 Q1	$85.9K	Hold	12,327	–	–	0.01%	266
2022 Q4	$90.2K	Hold	12,327	–	–	0.01%	262
2022 Q3	$82K	Hold	12,327	–	–	0.01%	203
2022 Q2	$82K	Hold	12,327	–	–	0.01%	238
2022 Q1	$86K	Hold	12,327	–	–	0.01%	222
2021 Q4	$99K	Buy	+12,327	New	+$97K	0.01%	210

Other funds holding GUT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sonora Investment Management Group's GUT Position: Q3 2025 in Review

Sonora Investment Management Group held its Gabelli Utility Trust (GUT) position steady in Q3 2025 at 15,919 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #291.

Sonora Investment Management Group first reported a position in GUT in Q4 2021 and has held it in 16 quarters since. The position peaked at $99K in Q4 2021. 98 funds tracked by Wall St. Rank hold GUT as of Q3 2025.

Sonora Investment Management Group held 15,919 shares of Gabelli Utility Trust worth $96.6K as of Q3 2025.
Sonora Investment Management Group left its Gabelli Utility Trust share count unchanged in Q3 2025.
Gabelli Utility Trust made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #291 holding.
Sonora Investment Management Group first reported a position in Gabelli Utility Trust in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's Gabelli Utility Trust position peaked at $99K in Q4 2021.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.