CIBC Private Wealth Group’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

CIBC Private Wealth Group’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
2025 Q1	–	Sell	-1	Closed	-$7	–	3138
2024 Q4	$7	Hold	1	–	–	﹤0.01%	2954
2024 Q3	$7	Hold	1	–	–	﹤0.01%	3095
2024 Q2	$6	Buy	+1	New	+$10	﹤0.01%	3129

Other funds holding DPG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIBC Private Wealth Group's DPG Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q1 2025, closing a stake of 1 share — an estimated $7 sold.

CIBC Private Wealth Group first reported a position in DPG in Q2 2024 and held it in 3 quarters. The position peaked at $7 in Q4 2024. 72 funds tracked by Wall St. Rank hold DPG as of Q1 2025.

CIBC Private Wealth Group reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 1 Duff & Phelps Utility and Infrastructure Fund share in Q1 2025, an estimated $7.
CIBC Private Wealth Group first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q2 2024 and held it in 3 quarters.
CIBC Private Wealth Group's Duff & Phelps Utility and Infrastructure Fund position peaked at $7 in Q4 2024.
72 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.