Steward Partners Investment Advisory’s Gabelli Utility Trust GUT Stock Holding History

Steward Partners Investment Advisory’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	$132K	Sell	20,016 -3,984	-17%	-$24.8K	﹤0.01%	2453
2026 Q1	$145K	Sell	24,000 -48,030	-67%	-$291K	﹤0.01%	2178
2025 Q4	$434K	Sell	72,030 -8,550	-11%	-$51.5K	﹤0.01%	1506
2025 Q3	$489K	Sell	80,580 -14,770	-15%	-$88.9K	﹤0.01%	1390
2025 Q2	$553K	Sell	95,350 -8,650	-8%	-$46.8K	﹤0.01%	1250
2025 Q1	$555K	Buy	104,000 +16,500	+19%	+$88.6K	﹤0.01%	1172
2024 Q4	$440K	Buy	+87,500	New	+$454K	﹤0.01%	1224
2018 Q4	–	Sell	-3,878	Closed	-$22K	–	1330
2018 Q3	$22K	Hold	3,878	–	–	﹤0.01%	1514
2018 Q2	$22K	Hold	3,878	–	–	﹤0.01%	1430
2018 Q1	$23K	Hold	3,878	–	–	﹤0.01%	1281
2017 Q4	$26K	Hold	3,878	–	–	﹤0.01%	1029
2017 Q3	$26K	Hold	3,878	–	–	﹤0.01%	868
2017 Q2	$26K	Hold	3,878	–	–	﹤0.01%	789
2017 Q1	$25K	Hold	3,878	–	–	﹤0.01%	696
2016 Q4	$23K	Buy	+3,878	New	+$24.1K	0.01%	429

Other funds holding GUT

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

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

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Steward Partners Investment Advisory's GUT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Gabelli Utility Trust (GUT) stake by 17% in Q2 2026, selling an estimated $24.8K and leaving 20,016 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Steward Partners Investment Advisory first reported a position in GUT in Q4 2016 and has held it in 15 quarters since. The position peaked at $555K in Q1 2025. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

Steward Partners Investment Advisory held 20,016 shares of Gabelli Utility Trust worth $132K as of Q2 2026.
Steward Partners Investment Advisory sold 3,984 Gabelli Utility Trust shares in Q2 2026, an estimated $24.8K.
Gabelli Utility Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2453 holding.
Steward Partners Investment Advisory first reported a position in Gabelli Utility Trust in Q4 2016 and has held it in 15 quarters since.
Steward Partners Investment Advisory's Gabelli Utility Trust position peaked at $555K in Q1 2025.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.