EFG
DPG

Elm3 Financial Group’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Elm3 Financial Group’s Portfolio DPG Stock Details DPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$540K Sell
43,529
-1,404
-3% -$17.4K 0.45% 47
2025
Q1 		$550K Sell
44,933
-8,932
-17% -$109K 0.48% 48
2024
Q4 		$630K Buy
+53,865
New +$630K 0.54% 43