DI
ERH

Decision Investments’s Allspring Utilities & High Income Fund ERH Stock Holding History

Decision Investments’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
2026
Q2 		$134K Hold
11,050
– – 0.12% 130
2026
Q1 		$134K Hold
11,050
– – 0.15% 112
2025
Q4 		$131K Buy
+11,050
New +$137K 0.14% 111

Other funds holding ERH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Decision Investments's ERH Position: Q2 2026 in Review

Decision Investments held its Allspring Utilities & High Income Fund (ERH) position steady in Q2 2026 at 11,050 shares worth $134K. The position accounts for 0.12% of the portfolio, ranked #130.

Decision Investments first reported a position in ERH in Q4 2025 and has held it in 3 quarters since. The position peaked at $134K in Q1 2026. 25 funds tracked by Wall St. Rank hold ERH as of Q2 2026.

  • Decision Investments held 11,050 shares of Allspring Utilities & High Income Fund worth $134K as of Q2 2026.
  • Decision Investments left its Allspring Utilities & High Income Fund share count unchanged in Q2 2026.
  • Allspring Utilities & High Income Fund made up 0.12% of Decision Investments's portfolio in Q2 2026, its #130 holding.
  • Decision Investments first reported a position in Allspring Utilities & High Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Decision Investments's Allspring Utilities & High Income Fund position peaked at $134K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Allspring Utilities & High Income Fund as of Q2 2026.

Based on Decision Investments's 13F filing for Q2 2026, filed 13 Jul 2026.