Who owns Wells Fargo Advantage Utils?
- Ticker: ERH
- CUSIP Number: 94987E109
Tip: Access positions for across all investors
Analyze quarterly positions in Wells Fargo Advantage Utils with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Wells Fargo Advantage Utils stock
Who bought or sold Wells Fargo Advantage Utils this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 498k | $9.5M | 6% | Mar 2026 |
|
| 1607 Capital Partners | 319k | $3.9M | 0% | Mar 2026 |
|
| Zimmer Partners | 129k | $1.6M | 0% | Mar 2026 |
|
| Cohen & Steers Capital Management | 125k | $1.5M | 0% | Dec 2025 |
|
| Blue Bell Private Wealth Management | 90k | $1.1M | 3% | Mar 2026 |
|
| LPL Financial | 28k | $335k | 6% | Mar 2026 |
|
| Cetera Investment Advisers | 24k | $292k | 2% | Mar 2026 |
|
| Level Four Advisory Services | 21k | $247k | 2% | Dec 2025 |
|
| Wolverine Asset Management | 17k | $201k | 523% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 14k | $172k | 3% | Mar 2026 |
|
| Stratos Wealth Partners | 14k | $163k | -66% | Mar 2026 |
|
| Integrated Wealth Concepts | 11k | $137k | -2% | Mar 2026 |
|
| Decision Investments | 11k | $134k | 100% | Mar 2026 |
|
| UBS Group | 11k | $131k | 2% | Mar 2026 |
|
| ORG Partners | 9.8k | $116k | 0% | Dec 2025 |
|
| Golden State Equity Partners | 9.8k | $118k | 100% | Mar 2026 |
|
| Advisor Group Holdings | 8.2k | $97k | 50% | Dec 2025 |
|
| City Holding | 4.1k | $50k | 0% | Mar 2026 |
|
| Rockefeller Capital Management | 4.1k | $49k | 0% | Mar 2026 |
|
| CoreCap Advisors | 2.3k | $28k | 0% | Mar 2026 |
|
| Bryn Mawr Trust | 1.0k | $12k | 100% | Mar 2026 |
|
| CWM | 553.00 | $7.0k | 100% | Dec 2025 |
|
| FNY Investment Advisers | 400.00 | $4.0k | 100% | Mar 2026 |
|
| Harbour Investments | 333.00 | $4.0k | 100% | Mar 2026 |
|
| Highline Wealth Partners | 250.00 | $3.0k | 0% | Mar 2026 |
|
| GAMMA Investing | 9.00 | $108.999900 | 0% | Mar 2026 |
|
Who sold out of Wells Fargo Advantage Utils?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Robinson Capital Management | Dec 2025 | 55k | $712k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 286.00 | $3.4k |