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Core Wealth Advisors, Inc.

Position in GUT — Gabelli Utility Trust

CIK 1770532 LAKELAND, FL

Position in GUT

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$209,469
New position
Shares Held
34,623
first reported quarter
Ownership
0.039%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Asset Management

Financial Services · as of Mar 31, 2026

Core Wealth Advisors, Inc. holds $836,109 across 4 Asset Management names. GUT ranks #2 (25.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 GUT
Gabelli Utility Trust
This page
34,623 $209,469

All Filings in GUT

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $209,469 34,623