ALLSPRING UTILITIES AND HIGH (ERH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $5.3M | 438,880 | 0.00% | 35q | -11.8%-$710.7K |
| 1607 Capital Partners, LLC | $3.8M | 314,495 | 0.33% | 16q | -1.2%-$48.0K |
| Zimmer Partners, LP | $1.6M | 128,803 | 0.04% | 7q | HELD |
| COHEN & STEERS, INC. | $1.5M | 123,159 | 0.00% | 5q | -7.5%-$120.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.1M | 90,729 | 0.14% | 9q | +1.3%+$13.7K |
| Shaker Financial Services, LLC | $550.5K | 45,205 | 0.17% | new | NEW |
| LPL Financial LLC | $477.2K | 39,469 | 0.00% | 17q | +42.8%+$143.0K |
| Cambridge Investment Research Advisors, Inc. | $444.0K | 36,778 | 0.00% | 4q | +158.7%+$272.4K |
| Cetera Investment Advisers | $352.4K | 29,149 | 0.00% | 4q | +20.9%+$61.0K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $336.8K | 27,860 | 0.01% | 8q | +9.9%+$30.3K |
| STIFEL FINANCIAL CORP | $163.9K | 13,557 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $142.4K | 11,775 | 0.00% | 26q | +43.1%+$42.9K |
| Integrated Wealth Concepts LLC | $137.3K | 11,357 | 0.00% | 7q | HELD |
| DECISION INVESTMENTS, INC | $133.6K | 11,050 | 0.12% | 3q | HELD |
| UBS Group AG | $133.3K | 11,024 | 0.00% | 31q | +1.8%+$2.3K |
| CITY HOLDING CO | $49.8K | 4,117 | 0.01% | 31q | HELD |
| Rockefeller Capital Management L.P. | $49.0K | 4,052 | 0.00% | 4q | HELD |
| CoreCap Advisors, LLC | $39.8K | 3,290 | 0.00% | 8q | +43.7%+$12.1K |
| Institute for Wealth Management, LLC. | $6.8K | 562 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $6.0K | 500 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $4.0K | 400 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.0K | 250 | 0.00% | 3q | HELD |
| Buck Wealth Strategies, LLC | $2.4K | 200 | 0.00% | new | NEW |
| GAMMA Investing LLC | $109 | 9 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $12 | 1 | 0.00% | 14q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-22 | 2026-10-15 | Charter or bylaws amended | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $1.9M | 181,808 | 1 | 3 | 1 | 0.0% |
| Q2 2026 | 25 | $16.3M | 1,346,671 | 5 | 8 | 3 | 0.0% |
| Q1 2026 | 26 | $16.5M | 1,363,962 | 5 | 10 | 3 | 0.0% |
| Q4 2025 | 25 | $16.3M | 1,373,637 | 4 | 7 | 3 | 0.0% |
| Q3 2025 | 24 | $17.1M | 1,374,660 | 4 | 7 | 6 | 0.0% |
| Q2 2025 | 24 | $18.5M | 1,592,241 | 4 | 5 | 7 | 0.0% |
| Q1 2025 | 25 | $18.1M | 1,636,882 | 2 | 8 | 5 | 0.0% |
| Q4 2024 | 27 | $17.2M | 1,595,808 | 4 | 5 | 9 | 0.0% |
| Q3 2024 | 28 | $16.7M | 1,494,833 | 5 | 8 | 9 | 0.0% |
| Q2 2024 | 28 | $14.6M | 1,482,488 | 7 | 3 | 10 | 0.0% |
| Q1 2024 | 26 | $21.2M | 2,248,954 | 5 | 7 | 5 | 0.0% |
| Q4 2023 | 28 | $16.2M | 1,757,876 | 6 | 6 | 7 | 0.0% |
| Q3 2023 | 27 | $11.9M | 1,364,316 | 4 | 9 | 8 | 0.0% |
| Q2 2023 | 25 | $12.0M | 1,186,913 | 4 | 4 | 9 | 0.0% |
| Q1 2023 | 22 | $10.8M | 1,014,773 | 2 | 5 | 6 | 0.0% |
| Q4 2022 | 25 | $10.8M | 962,002 | 5 | 9 | 5 | 0.0% |
| Q3 2022 | 24 | $9.5M | 870,781 | 5 | 5 | 7 | 0.0% |
| Q2 2022 | 21 | $9.9M | 812,441 | 4 | 6 | 4 | 0.0% |
| Q1 2022 | 21 | $8.0M | 573,612 | 4 | 3 | 7 | 0.0% |
| Q4 2021 | 21 | $8.8M | 596,619 | 2 | 5 | 2 | 0.0% |
| Q3 2021 | 20 | $6.8M | 507,537 | 3 | 2 | 4 | 0.0% |
| Q2 2021 | 20 | $8.8M | 608,979 | 0 | 4 | 4 | 0.0% |
| Q1 2021 | 21 | $8.7M | 672,935 | 1 | 7 | 5 | 0.0% |
| Q4 2020 | 25 | $9.1M | 709,240 | 3 | 6 | 4 | 0.0% |
| Q3 2020 | 22 | $5.6M | 466,694 | 5 | 3 | 8 | 0.0% |
| Q2 2020 | 19 | $5.8M | 446,174 | 3 | 4 | 4 | 0.0% |
| Q1 2020 | 21 | $4.9M | 452,690 | 3 | 1 | 9 | 0.0% |
| Q4 2019 | 23 | $6.6M | 475,791 | 2 | 5 | 5 | 0.0% |
| Q3 2019 | 19 | $5.3M | 383,098 | 1 | 5 | 4 | 0.0% |
| Q2 2019 | 21 | $5.3M | 407,281 | 6 | 6 | 4 | 0.0% |
| Q1 2019 | 16 | $4.8M | 362,462 | 1 | 2 | 6 | 0.0% |
| Q4 2018 | 20 | $4.6M | 409,111 | 0 | 0 | 0 | 0.0% |