WELLS FARGO UTILITIES AND HI's ticker is ERH and the CUSIP is 94987E109. A total of 28 filers reported holding WELLS FARGO UTILITIES AND HI in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,732,286 | -20.4% | 198,202 | -7.8% | 0.00% | – |
Q2 2023 | $2,176,336 | -1.4% | 215,053 | +3.8% | 0.00% | – |
Q1 2023 | $2,208,016 | -3.0% | 207,131 | +1.9% | 0.00% | – |
Q4 2022 | $2,276,945 | +8.9% | 203,298 | +6.3% | 0.00% | – |
Q3 2022 | $2,091,000 | +0.2% | 191,177 | +10.9% | 0.00% | – |
Q2 2022 | $2,086,000 | -12.8% | 172,409 | +1.0% | 0.00% | – |
Q1 2022 | $2,392,000 | -7.2% | 170,745 | -2.3% | 0.00% | – |
Q4 2021 | $2,578,000 | +10.1% | 174,770 | +0.6% | 0.00% | – |
Q3 2021 | $2,341,000 | -19.1% | 173,671 | -13.7% | 0.00% | – |
Q2 2021 | $2,894,000 | -10.2% | 201,233 | -19.0% | 0.00% | – |
Q1 2021 | $3,221,000 | -8.0% | 248,372 | -8.8% | 0.00% | -100.0% |
Q4 2020 | $3,501,000 | +62.3% | 272,429 | +51.7% | 0.00% | – |
Q3 2020 | $2,157,000 | -8.3% | 179,633 | -1.3% | 0.00% | -100.0% |
Q2 2020 | $2,351,000 | +16.5% | 181,947 | -2.0% | 0.00% | 0.0% |
Q1 2020 | $2,018,000 | -23.7% | 185,668 | -2.0% | 0.00% | 0.0% |
Q4 2019 | $2,645,000 | +4.2% | 189,465 | +2.8% | 0.00% | 0.0% |
Q3 2019 | $2,539,000 | +3.5% | 184,218 | -2.6% | 0.00% | 0.0% |
Q2 2019 | $2,453,000 | -0.2% | 189,149 | +0.9% | 0.00% | 0.0% |
Q1 2019 | $2,457,000 | +16.1% | 187,390 | -1.1% | 0.00% | 0.0% |
Q4 2018 | $2,116,000 | -11.5% | 189,439 | -0.4% | 0.00% | 0.0% |
Q3 2018 | $2,390,000 | +0.5% | 190,107 | -1.3% | 0.00% | 0.0% |
Q2 2018 | $2,379,000 | -0.5% | 192,687 | -1.8% | 0.00% | 0.0% |
Q1 2018 | $2,392,000 | -2.8% | 196,289 | +5.3% | 0.00% | 0.0% |
Q4 2017 | $2,460,000 | +2.0% | 186,401 | -0.2% | 0.00% | 0.0% |
Q3 2017 | $2,412,000 | -2.1% | 186,788 | -1.6% | 0.00% | 0.0% |
Q2 2017 | $2,463,000 | -47.3% | 189,900 | -48.2% | 0.00% | 0.0% |
Q1 2017 | $4,676,000 | +0.4% | 366,656 | -5.8% | 0.00% | 0.0% |
Q4 2016 | $4,658,000 | +97.9% | 389,396 | +105.7% | 0.00% | 0.0% |
Q3 2016 | $2,354,000 | -1.8% | 189,265 | +5.6% | 0.00% | 0.0% |
Q2 2016 | $2,397,000 | +4.7% | 179,205 | +0.1% | 0.00% | 0.0% |
Q1 2016 | $2,290,000 | +7.6% | 178,977 | -5.8% | 0.00% | 0.0% |
Q4 2015 | $2,128,000 | +12.2% | 189,927 | +5.7% | 0.00% | 0.0% |
Q3 2015 | $1,897,000 | -10.2% | 179,629 | -4.1% | 0.00% | 0.0% |
Q2 2015 | $2,113,000 | -22.5% | 187,302 | -9.7% | 0.00% | 0.0% |
Q1 2015 | $2,728,000 | +0.1% | 207,345 | -2.6% | 0.00% | 0.0% |
Q4 2014 | $2,726,000 | -2.4% | 212,981 | -1.7% | 0.00% | 0.0% |
Q3 2014 | $2,793,000 | +6.8% | 216,717 | +7.6% | 0.00% | 0.0% |
Q2 2014 | $2,616,000 | -10.7% | 201,382 | -13.6% | 0.00% | 0.0% |
Q1 2014 | $2,931,000 | +4.9% | 233,030 | -1.7% | 0.00% | 0.0% |
Q4 2013 | $2,794,000 | -7.3% | 237,034 | -6.0% | 0.00% | 0.0% |
Q3 2013 | $3,015,000 | +5.6% | 252,125 | +4.5% | 0.00% | 0.0% |
Q2 2013 | $2,854,000 | – | 241,224 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bridge Advisory, LLC | 172,974 | $2,332,000 | 1.15% |
PSI Advisors, LLC | 9,490 | $128,000 | 0.06% |
Addison Advisors LLC | 2,106 | $28,000 | 0.02% |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11,400 | $154,000 | 0.01% |
CITY HOLDING CO | 4,117 | $55,000 | 0.01% |
Cetera Advisors LLC | 22,700 | $306,000 | 0.01% |
Cetera Advisor Networks LLC | 21,436 | $289,000 | 0.00% |
Lee Financial Co | 1,064 | $14,000 | 0.00% |
Selective Wealth Management, Inc. | 475 | $6,000 | 0.00% |
OSAIC HOLDINGS, INC. | 42,404 | $572,000 | 0.00% |