Blue Bell Private Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Blue Bell Private Wealth Management's DPG Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Duff & Phelps Utility and Infrastructure Fund (DPG) stake by 25% in Q2 2026, buying an estimated $435K and bringing the position to 150,468 shares worth $2.23M. The position accounts for 0.28% of the portfolio, ranked #72.

Blue Bell Private Wealth Management first reported a position in DPG in Q4 2023 and has held it in 11 quarters since. 84 funds tracked by Wall St. Rank hold DPG as of Q2 2026.

• Blue Bell Private Wealth Management held 150,468 shares of Duff & Phelps Utility and Infrastructure Fund worth $2.23M as of Q2 2026.
• Blue Bell Private Wealth Management bought 29,898 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2026, an estimated $435K.
• Duff & Phelps Utility and Infrastructure Fund made up 0.28% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #72 holding.
• Blue Bell Private Wealth Management first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2023 and has held it in 11 quarters since.
• 84 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.