VBCG
GUT

Valley Brook Capital Group’s Gabelli Utility Trust GUT Stock Holding History

Valley Brook Capital 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
2026
Q2 		$155K Buy
23,500
+2,500
+12% +$15.6K 0.09% 118
2026
Q1 		$127K Buy
21,000
+6,000
+40% +$36.3K 0.09% 110
2025
Q4 		$90.5K Hold
15,000
– – 0.06% 120
2025
Q3 		$91K Sell
15,000
-2,000
-12% -$12K 0.06% 124
2025
Q2 		$98.6K Buy
+17,000
New +$92K 0.07% 115

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Valley Brook Capital Group's GUT Position: Q2 2026 in Review

Valley Brook Capital Group increased its Gabelli Utility Trust (GUT) stake by 12% in Q2 2026, buying an estimated $15.6K and bringing the position to 23,500 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #118.

Valley Brook Capital Group first reported a position in GUT in Q2 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Valley Brook Capital Group held 23,500 shares of Gabelli Utility Trust worth $155K as of Q2 2026.
  • Valley Brook Capital Group bought 2,500 Gabelli Utility Trust shares in Q2 2026, an estimated $15.6K.
  • Gabelli Utility Trust made up 0.09% of Valley Brook Capital Group's portfolio in Q2 2026, its #118 holding.
  • Valley Brook Capital Group first reported a position in Gabelli Utility Trust in Q2 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.