Institutional Owners for ERH
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| 1607 CAPITAL PARTNERS LLC | WF UTILITIES INC | 1 | $4,201,404 | 445,064 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MORGAN STANLEY | WF UTILITIES INC | 2 | $3,411,039 | 361,338 | 0.00 | 0.00 | 96,334 | 36.35 | 03-31-2024 |
| AXXCESS WEALTH MANAGEMENT LLC | WF UTILITIES INC | 3 | $2,335,094 | 247,362 | 0.00 | 0.00 | -8,426 | -3.29 | 03-31-2024 |
| CORNERSTONE ADVISORS LLC | WF UTILITIES INC | 4 | $1,000,639 | 108,647 | 0.00 | 0.00 | 47,728 | 78.35 | 12-31-2023 |
