Skip to content

ERH ALLSPRING UTILITIES AND HIGH

Follow

WF UTILITIES INC (unknown), issuer CIK 1279014

26 managers (26 13F filers) reported a position in ERH shares at 2025-03-31, 1,636,882 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
26
13F filers
26
New
2
Added
9
Reduced
6
Sold out
4
Shares held by filers
1,636,882

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY450,544$4.97M<0.01%+36,55113F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.374,129$4.12M0.11%013F-HRTimelineGroup
1607 Capital Partners, LLC366,634$4.04M0.33%+6,57013F-HRTimeline
Zimmer Partners, LP128,803$1.42M0.03%+76,33413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC83,163$916K0.17%+12,26313F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC55,052$673K0.27%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,459$251K0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.21,028$232K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,241$212K0.01%+3,37613F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…18,771$207K0.02%-6,10713F-HRTimelineGroup
LPL Financial LLC16,394$181K<0.01%-99413F-HRTimeline
Arete Wealth Advisors, LLC15,968$176K0.01%-2613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,417$170K<0.01%+3,34413F-HRTimelineGroup
Integrated Wealth Concepts LLC10,244$113K<0.01%+2113F-HRTimeline
ORG Partners LLC10,208$113K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG9,894$109K<0.01%+63213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,407$48.6K<0.01%+1,24513F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,189$46.2K<0.01%-58,82213F-HRTimelineGroup
CITY HOLDING CO4,117$45.4K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,290$25.2K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,831$20.2K<0.01%-36813F-HRTimelineGroup
PSI Advisors, LLC574$6.32K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC400$4K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/125$1.38K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$2<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.