DI
DPG

Decision Investments’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Decision Investments’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 		$149K Hold
11,650
– – 0.14% 123
2026
Q2 		$173K Hold
11,650
– – 0.16% 122
2026
Q1 		$168K Hold
11,650
– – 0.19% 107
2025
Q4 		$148K Buy
+11,650
New +$151K 0.16% 104

Other funds holding DPG

EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 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

Decision Investments's DPG Position: Q3 2026 in Review

Decision Investments held its Duff & Phelps Utility and Infrastructure Fund (DPG) position steady in Q3 2026 at 11,650 shares worth $149K. The position accounts for 0.14% of the portfolio, ranked #123.

Decision Investments first reported a position in DPG in Q4 2025 and has held it in 4 quarters since. The position peaked at $173K in Q2 2026. 5 funds tracked by Wall St. Rank hold DPG as of Q3 2026.

  • Decision Investments held 11,650 shares of Duff & Phelps Utility and Infrastructure Fund worth $149K as of Q3 2026.
  • Decision Investments left its Duff & Phelps Utility and Infrastructure Fund share count unchanged in Q3 2026.
  • Duff & Phelps Utility and Infrastructure Fund made up 0.14% of Decision Investments's portfolio in Q3 2026, its #123 holding.
  • Decision Investments first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's Duff & Phelps Utility and Infrastructure Fund position peaked at $173K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.