Focus Financial Network
DPG icon

Focus Financial Network’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Focus Financial Network’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 		$137K Sell
10,661
-690
-6% -$9.9K ﹤0.01% 755
2026
Q2 		$168K Buy
11,351
+20
+0.2% +$291 0.01% 752
2026
Q1 		$164K Sell
11,331
-792
-7% -$11K 0.01% 718
2025
Q4 		$154K Buy
12,123
+22
+0.2% +$286 0.01% 717
2025
Q3 		$156K Sell
12,101
-2,734
-18% -$34.3K 0.01% 729
2025
Q2 		$184K Buy
14,835
+23
+0.2% +$278 0.01% 693
2025
Q1 		$181K Sell
14,812
-759
-5% -$8.98K 0.01% 671
2024
Q4 		$183K Buy
15,571
+22
+0.1% +$259 0.01% 654
2024
Q3 		$184K Buy
15,549
+16
+0.1% +$172 0.01% 658
2024
Q2 		$159K Sell
15,533
-2,695
-15% -$26K 0.01% 647
2024
Q1 		$166K Buy
18,228
+11
+0.1% +$101 0.01% 614
2023
Q4 		$167K Sell
18,217
-517
-3% -$4.59K 0.01% 694
2023
Q3 		$161K Buy
18,734
+99
+0.5% +$946 0.01% 570
2023
Q2 		$181K Sell
18,635
-582
-3% -$7.1K 0.01% 570
2023
Q1 		$256K Buy
19,217
+92
+0.5% +$1.25K 0.02% 481
2022
Q4 		$258K Buy
19,125
+470
+3% +$6.22K 0.02% 400
2022
Q3 		$239K Buy
18,655
+1,643
+10% +$23.5K 0.02% 414
2022
Q2 		$236K Buy
17,012
+2,961
+21% +$43.3K 0.02% 441
2022
Q1 		$213K Buy
+14,051
New +$202K 0.01% 488

Other funds holding DPG

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Focus Financial Network's DPG Position: Q3 2026 in Review

Focus Financial Network reduced its Duff & Phelps Utility and Infrastructure Fund (DPG) stake by 6.1% in Q3 2026, selling an estimated $9.9K and leaving 10,661 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Focus Financial Network first reported a position in DPG in Q1 2022 and has held it in 19 quarters since. The position peaked at $258K in Q4 2022. 12 funds tracked by Wall St. Rank hold DPG as of Q3 2026.

  • Focus Financial Network held 10,661 shares of Duff & Phelps Utility and Infrastructure Fund worth $137K as of Q3 2026.
  • Focus Financial Network sold 690 Duff & Phelps Utility and Infrastructure Fund shares in Q3 2026, an estimated $9.9K.
  • Duff & Phelps Utility and Infrastructure Fund made up ﹤0.01% of Focus Financial Network's portfolio in Q3 2026, its #755 holding.
  • Focus Financial Network first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q1 2022 and has held it in 19 quarters since.
  • Focus Financial Network's Duff & Phelps Utility and Infrastructure Fund position peaked at $258K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.