VAG
GUT

VisionPoint Advisory Group’s Gabelli Utility Trust GUT Stock Holding History

VisionPoint Advisory 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 		$376K Buy
57,016
+1,172
+2% +$7.3K 0.06% 311
2026
Q1 		$338K Buy
55,844
+1,186
+2% +$7.18K 0.06% 298
2025
Q4 		$330K Sell
54,658
-13,939
-20% -$83.9K 0.06% 283
2025
Q3 		$416K Buy
68,597
+1,023
+2% +$6.15K 0.08% 233
2025
Q2 		$392K Buy
67,574
+8,101
+14% +$43.9K 0.09% 220
2025
Q1 		$318K Buy
59,473
+1,302
+2% +$7K 0.11% 163
2024
Q4 		$297K Buy
58,171
+8,753
+18% +$45.4K 0.1% 143
2024
Q3 		$257K Buy
49,418
+7,809
+19% +$45.1K 0.09% 155
2024
Q2 		$240K Buy
41,609
+22,094
+113% +$125K 0.09% 150
2024
Q1 		$106K Buy
19,515
+1,649
+9% +$8.71K 0.04% 201
2023
Q4 		$94.4K Buy
17,866
+95
+0.5% +$534 0.03% 192
2023
Q3 		$91.8K Buy
17,771
+8,945
+101% +$59.1K 0.04% 200
2023
Q2 		$58.3K Buy
+8,826
New +$59.6K 0.02% 201

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

VisionPoint Advisory Group's GUT Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Gabelli Utility Trust (GUT) stake by 2.1% in Q2 2026, buying an estimated $7.3K and bringing the position to 57,016 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #311.

VisionPoint Advisory Group first reported a position in GUT in Q2 2023 and has held it in 13 quarters since. The position peaked at $416K in Q3 2025. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • VisionPoint Advisory Group held 57,016 shares of Gabelli Utility Trust worth $376K as of Q2 2026.
  • VisionPoint Advisory Group bought 1,172 Gabelli Utility Trust shares in Q2 2026, an estimated $7.3K.
  • Gabelli Utility Trust made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #311 holding.
  • VisionPoint Advisory Group first reported a position in Gabelli Utility Trust in Q2 2023 and has held it in 13 quarters since.
  • VisionPoint Advisory Group's Gabelli Utility Trust position peaked at $416K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.