CUSIP 94987E109WF UTILITIES INCERHQ4 2025
Aggregate 13F value by quarter
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25 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 471.0K | $5.57M | −7.8K | Reduced |
| 2 | 1607 Capital Partners, LLC | 317.1K | $3.75M | −44.3K | Reduced |
| 3 | Zimmer Partners, LP | 128.8K | $1.52M | 0 | Held |
| 4 | Blue Bell Private Wealth Management, LLC | 87.2K | $1.03M |
| +1.2K |
| Added |
| 5 | Robinson Capital Management, LLC | 55.1K | $712.1K | 0 | Held |
| 6 | Stratos Wealth Partners, Ltd. | 39.7K | $468.9K | +39.7K | New |
| 7 | Lpl Financial LLC | 26.0K | $307.8K | +8.9K | Added |
| 8 | Cetera Investment Advisers | 23.6K | $278.7K | +439 | Added |
| 9 | Level Four Advisory Services, LLC | 20.9K | $246.7K | +353 | Added |
| 10 | Integrated Wealth Concepts LLC | 11.6K | $136.6K | +22 | Added |
See every fund holding Allspring Utilities And High, with full quarter-over-quarter share changes.
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