Gabelli Global Utility & Income Trust is upgraded to Buy, driven by strong earnings, robust dividend coverage, and exposure to AI data center growth. GLU offers a 6.6% yield, monthly payouts, and trades at a 1.14% discount to NAV, near the high end of its historical range. GLU relies on net realized gains to support distributions, making NAV growth sensitive to market momentum and sector performance.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MB Mitchel Bialek Css LLC/IL | 139,488.4 | $2.25M | $2.46M | $214,812.14 | 9.57% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 150 | $2,873 | $2,639.25 | -$233.75 | -8.14% |