CA
DPG

CapWealth Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

CapWealth Advisors’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$244K Buy
+18,999
New +$272K 0.02% 104

Other funds holding DPG

EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CapWealth Advisors's DPG Position: Q3 2026 in Review

CapWealth Advisors opened a new position in Duff & Phelps Utility and Infrastructure Fund (DPG) in Q3 2026: 18,999 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #104 among its holdings.

5 funds tracked by Wall St. Rank hold DPG as of Q3 2026.

  • CapWealth Advisors held 18,999 shares of Duff & Phelps Utility and Infrastructure Fund worth $244K as of Q3 2026.
  • Duff & Phelps Utility and Infrastructure Fund was a new CapWealth Advisors position in Q3 2026.
  • Duff & Phelps Utility and Infrastructure Fund made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #104 holding.
  • 5 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.