DPG β€” DUFF & PHELPS UTLITY AND INF

Ownership history in Kanen Wealth Management LLC  Β·  5 quarters on record

AI Ownership Summary

Kanen Wealth Management LLC reported DUFF & PHELPS UTLITY AND INF (DPG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.89% in 2025 Q1. The latest visible filing shows DPG at 2.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kanen Wealth Management LLC's position in DUFF & PHELPS UTLITY AND INF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DPG was reported at 2.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.89% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kanen Wealth Management LLC held DPG β€” position size vs. price
% of Fund (quarterly)    DPG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 517,160 +10,892 +2.2% 2.01% $6.6M 2026-02-14 (Est.) $14.42
2025 Q3 ADDED 506,268 +3,727 +0.7% 2.19% $6.6M 2025-11-14 $12.84
2025 Q2 REDUCED 502,541 -82,560 -14.1% 2.39% $6.2M 2025-07-15 $11.88
2025 Q1 ADDED 585,101 +311,979 +114.2% 2.89% $7.2M 2025-04-15 $11.14
2024 Q4 INITIATED 273,122 β€” β€” 1.19% $3.2M 2025-01-16 $10.87

FAQ About Kanen Wealth Management LLC and DPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kanen Wealth Management LLC reported owning DPG?

Kanen Wealth Management LLC reported DPG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DPG position in Kanen Wealth Management LLC's portfolio?

The largest reported portfolio weight for DPG was 2.89% in 2025 Q1.

What is the latest reported DPG position on this page?

The most recent filing on this page is 2025 Q4, when Kanen Wealth Management LLC reported 517,160 shares, equal to 2.01% of portfolio, with an estimated market value of $6.6M.

What does the chart on this DPG ownership page compare?

The chart compares Kanen Wealth Management LLC's quarterly DPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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