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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Steward Partners Investment Advisory's GUT Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Gabelli Utility Trust (GUT) stake by 67% in Q1 2026, selling an estimated $291K and leaving 24,000 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Steward Partners Investment Advisory first reported a position in GUT in Q4 2016 and has held it in 14 quarters since. The position peaked at $555K in Q1 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

Steward Partners Investment Advisory held 24,000 shares of Gabelli Utility Trust worth $145K as of Q1 2026.
Steward Partners Investment Advisory sold 48,030 Gabelli Utility Trust shares in Q1 2026, an estimated $291K.
Gabelli Utility Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2178 holding.
Steward Partners Investment Advisory first reported a position in Gabelli Utility Trust in Q4 2016 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Gabelli Utility Trust position peaked at $555K in Q1 2025.
93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.