CI
ERH

CX Institutional’s Allspring Utilities & High Income Fund ERH Stock Holding History

CX Institutional’s Portfolio ERH Stock Details ERH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,220
Closed -$27K – 1541
2025
Q3 		$27K Buy
+2,220
New +$26.5K ﹤0.01% 1048

Other funds holding ERH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

CX Institutional's ERH Position: Q4 2025 in Review

CX Institutional sold out of Allspring Utilities & High Income Fund (ERH) in Q4 2025, closing a stake of 2,220 shares — an estimated $27K sold.

CX Institutional first reported a position in ERH in Q3 2025 and held it in 1 quarter. The position peaked at $27K in Q3 2025. 25 funds tracked by Wall St. Rank hold ERH as of Q4 2025.

  • CX Institutional reported no remaining Allspring Utilities & High Income Fund position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 2,220 Allspring Utilities & High Income Fund shares in Q4 2025, an estimated $27K.
  • CX Institutional first reported a position in Allspring Utilities & High Income Fund in Q3 2025 and held it in 1 quarter.
  • CX Institutional's Allspring Utilities & High Income Fund position peaked at $27K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.