EverSource Wealth Advisors’s DNP Select Income Fund DNP Stock Holding History

EverSource Wealth Advisors’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$101K	Sell	9,795 -1,950	-17%	-$19.9K	﹤0.01%	1420
2025 Q4	$117K	Hold	11,745	–	–	﹤0.01%	1231
2025 Q3	$118K	Hold	11,745	–	–	﹤0.01%	1195
2025 Q2	$115K	Hold	11,745	–	–	0.01%	1129
2025 Q1	$116K	Sell	11,745 -250	-2%	-$2.36K	0.01%	856
2024 Q4	$106K	Buy	11,995 +1,110	+10%	+$10.5K	0.01%	885
2024 Q3	$109K	Hold	10,885	–	–	0.01%	768
2024 Q2	$97.4K	Hold	10,885	–	–	0.01%	810
2024 Q1	$94.8K	Hold	10,885	–	–	0.01%	728
2023 Q4	$92.3K	Sell	10,885 -15	-0.1%	-$136	0.01%	668
2023 Q3	$104K	Sell	10,900 -550	-5%	-$5.54K	0.01%	559
2023 Q2	$120K	Hold	11,450	–	–	0.01%	523
2023 Q1	$126K	Hold	11,450	–	–	0.02%	471
2022 Q4	$129K	Buy	+11,450	New	+$125K	0.02%	440

Other funds holding DNP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's DNP Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its DNP Select Income Fund (DNP) stake by 17% in Q1 2026, selling an estimated $19.9K and leaving 9,795 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

EverSource Wealth Advisors first reported a position in DNP in Q4 2022 and has held it in 14 quarters since. The position peaked at $129K in Q4 2022. 330 funds tracked by Wall St. Rank hold DNP as of Q1 2026.

EverSource Wealth Advisors held 9,795 shares of DNP Select Income Fund worth $101K as of Q1 2026.
EverSource Wealth Advisors sold 1,950 DNP Select Income Fund shares in Q1 2026, an estimated $19.9K.
DNP Select Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1420 holding.
EverSource Wealth Advisors first reported a position in DNP Select Income Fund in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's DNP Select Income Fund position peaked at $129K in Q4 2022.
330 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.