Ownership history in United Advisor Group, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which United Advisor Group, LLC reported a position in DUFF PHELPS UTLITY AND INFST COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 336,702 | -16,674 | -4.7% | 0.53% | $4.3M | $12.58 |
| 2025 Q3 | ADDED | 353,376 | +8,267 | +2.4% | 0.61% | $4.6M | $12.58 |
| 2025 Q2 | REDUCED | 345,109 | -810 | -0.2% | 0.74% | $4.3M | $11.89 |
| 2025 Q1 | ADDED | 345,919 | +887 | +0.3% | 0.87% | $4.2M | $11.52 |
| 2024 Q4 | ADDED | 345,032 | +16,230 | +4.9% | 0.80% | $4.0M | $10.82 |
| 2024 Q3 | ADDED | 328,802 | +1,055 | +0.3% | 0.87% | $3.9M | $10.67 |
| 2024 Q2 | ADDED | 327,747 | +7,326 | +2.3% | 1.00% | $3.2M | $8.77 |
| 2024 Q1 | INITIATED | 320,421 | — | — | 1.15% | $3.1M | — |
As of 2025 Q4 — sorted by position size