DPG — DUFF & PHELPS UTLITY AND INF

Ownership history in NWF Advisory Services Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which NWF Advisory Services Inc. reported a position in DUFF & PHELPS UTLITY AND INF (DPG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q3)
Avg. % of fund
0.03%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 11,509 — — 0.03% $112K $12.58
% of Fund (quarterly)    DPG price (monthly, adj. close)

Other funds also holding DPG

As of 2025 Q4 — sorted by position size

Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 2.02% Kanen Wealth Management LLC 3Y 2.01% United Advisor Group, LLC 0.53% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.38% CASCADE INVESTMENT GROUP, INC. 3Y 0.29% Concorde Asset Management, LLC 3Y 7Y 0.29% Advisors Asset Management, Inc. 3Y 7Y 0.23% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.14% Wealth Advisors of Tampa Bay, LLC 3Y 7Y 0.14% Catalina Capital Group, LLC 0.1%
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