HighTower Advisors
DPG

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

HighTower 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
Q1 		$481K Buy
33,296
+9,807
+42% +$136K ﹤0.01% 2749
2025
Q4 		$299K Buy
23,489
+11,750
+100% +$152K ﹤0.01% 3050
2025
Q3 		$152K Buy
+11,739
New +$147K ﹤0.01% 3451
2022
Q4 		– Sell
-12,430
Closed -$159K – 3387
2022
Q3 		$159K Sell
12,430
-422
-3% -$6.03K ﹤0.01% 2659
2022
Q2 		$178K Buy
12,852
+2,530
+25% +$37K ﹤0.01% 2664
2022
Q1 		$157K Buy
10,322
+140
+1% +$2.02K ﹤0.01% 2899
2021
Q4 		$145K Buy
+10,182
New +$143K ﹤0.01% 2855
2016
Q4 		– Sell
-10,374
Closed -$177K – 1954
2016
Q3 		$177K Sell
10,374
-1,882
-15% -$32.3K ﹤0.01% 1672
2016
Q2 		$210K Sell
12,256
-2,200
-15% -$36.2K ﹤0.01% 1471
2016
Q1 		$231K Buy
14,456
+254
+2% +$3.52K ﹤0.01% 1741
2015
Q4 		$208K Buy
14,202
+244
+2% +$3.75K ﹤0.01% 1726
2015
Q3 		$210K Buy
13,958
+477
+4% +$7.95K ﹤0.01% 1624
2015
Q2 		$239K Buy
13,481
+2,207
+20% +$43K ﹤0.01% 1290
2015
Q1 		$223K Hold
11,274
– – ﹤0.01% 1391
2014
Q4 		$244K Hold
11,274
– – ﹤0.01% 1318
2014
Q3 		$240K Sell
11,274
-431
-4% -$9.39K ﹤0.01% 1295
2014
Q2 		$257K Buy
11,705
+52
+0.4% +$1.08K ﹤0.01% 1308
2014
Q1 		$231K Buy
11,653
+1,434
+14% +$27.2K ﹤0.01% 1257
2013
Q4 		$195K Buy
+10,219
New +$194K ﹤0.01% 1316

Other funds holding DPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

HighTower Advisors's DPG Position: Q1 2026 in Review

HighTower Advisors increased its Duff & Phelps Utility and Infrastructure Fund (DPG) stake by 42% in Q1 2026, buying an estimated $136K and bringing the position to 33,296 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

HighTower Advisors first reported a position in DPG in Q4 2013 and has held it in 19 quarters since. 85 funds tracked by Wall St. Rank hold DPG as of Q1 2026.

  • HighTower Advisors held 33,296 shares of Duff & Phelps Utility and Infrastructure Fund worth $481K as of Q1 2026.
  • HighTower Advisors bought 9,807 Duff & Phelps Utility and Infrastructure Fund shares in Q1 2026, an estimated $136K.
  • Duff & Phelps Utility and Infrastructure Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2749 holding.
  • HighTower Advisors first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2013 and has held it in 19 quarters since.
  • 85 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.