Stifel Financial
GUT

Stifel Financial’s Gabelli Utility Trust GUT Stock Holding History

Stifel Financial’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 		$181K Buy
27,419
+1,847
+7% +$11.5K ﹤0.01% 3536
2026
Q1 		$155K Sell
25,572
-983
-4% -$5.95K ﹤0.01% 3491
2025
Q4 		$160K Sell
26,555
-1,150
-4% -$6.92K ﹤0.01% 3428
2025
Q3 		$168K Sell
27,705
-3,850
-12% -$23.2K ﹤0.01% 3380
2025
Q2 		$183K Sell
31,555
-10,903
-26% -$59K ﹤0.01% 3274
2025
Q1 		$227K Sell
42,458
-10,754
-20% -$57.8K ﹤0.01% 3120
2024
Q4 		$268K Buy
53,212
+31,194
+142% +$162K ﹤0.01% 3019
2024
Q3 		$114K Buy
22,018
+4,090
+23% +$23.6K ﹤0.01% 3225
2024
Q2 		$103K Buy
17,928
+6,156
+52% +$34.9K ﹤0.01% 3208
2024
Q1 		$63.7K Buy
11,772
+102
+0.9% +$539 ﹤0.01% 3239
2023
Q4 		$61.6K Hold
11,670
– – ﹤0.01% 3210
2023
Q3 		$60.3K Sell
11,670
-2,052
-15% -$13.6K ﹤0.01% 3170
2023
Q2 		$90.7K Sell
13,722
-1,543
-10% -$10.4K ﹤0.01% 3185
2023
Q1 		$106K Hold
15,265
– – ﹤0.01% 3172
2022
Q4 		$112K Sell
15,265
-1,954
-11% -$13.4K ﹤0.01% 3115
2022
Q3 		$116K Buy
17,219
+659
+4% +$4.86K ﹤0.01% 3085
2022
Q2 		$110K Buy
+16,560
New +$114K ﹤0.01% 3143
2016
Q3 		– Sell
-10,670
Closed -$71K – 2437
2016
Q2 		$71K Buy
+10,670
New +$66.4K ﹤0.01% 2411

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

Stifel Financial's GUT Position: Q2 2026 in Review

Stifel Financial increased its Gabelli Utility Trust (GUT) stake by 7.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 27,419 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #3536.

Stifel Financial first reported a position in GUT in Q2 2016 and has held it in 18 quarters since. The position peaked at $268K in Q4 2024. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Stifel Financial held 27,419 shares of Gabelli Utility Trust worth $181K as of Q2 2026.
  • Stifel Financial bought 1,847 Gabelli Utility Trust shares in Q2 2026, an estimated $11.5K.
  • Gabelli Utility Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3536 holding.
  • Stifel Financial first reported a position in Gabelli Utility Trust in Q2 2016 and has held it in 18 quarters since.
  • Stifel Financial's Gabelli Utility Trust position peaked at $268K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.