FFA
DPG

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

Farther Finance 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
Q2 		$52.5K Sell
3,541
-210
-6% -$3.05K ﹤0.01% 3210
2026
Q1 		$54.8K Sell
3,751
-136
-3% -$1.89K ﹤0.01% 2936
2025
Q4 		$49.4K Buy
3,887
+235
+6% +$3.05K ﹤0.01% 2827
2025
Q3 		$47.1K Buy
3,652
+51
+1% +$641 ﹤0.01% 2468
2025
Q2 		$44.7K Buy
3,601
+54
+2% +$653 ﹤0.01% 2188
2025
Q1 		$43.4K Buy
+3,547
New +$42K ﹤0.01% 1971

Other funds holding DPG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Farther Finance Advisors's DPG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Duff & Phelps Utility and Infrastructure Fund (DPG) stake by 5.6% in Q2 2026, selling an estimated $3.05K and leaving 3,541 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3210.

Farther Finance Advisors first reported a position in DPG in Q1 2025 and has held it in 6 quarters since. The position peaked at $54.8K in Q1 2026. 8 funds tracked by Wall St. Rank hold DPG as of Q2 2026.

  • Farther Finance Advisors held 3,541 shares of Duff & Phelps Utility and Infrastructure Fund worth $52.5K as of Q2 2026.
  • Farther Finance Advisors sold 210 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2026, an estimated $3.05K.
  • Duff & Phelps Utility and Infrastructure Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3210 holding.
  • Farther Finance Advisors first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Duff & Phelps Utility and Infrastructure Fund position peaked at $54.8K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.