IRC
DPG

Investors Research Corp’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Investors Research Corp’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
2025
Q2 		– Sell
-3,200
Closed -$39.1K – 939
2025
Q1 		$39.1K Hold
3,200
– – 0.01% 491
2024
Q4 		$37.4K Hold
3,200
– – 0.01% 508
2024
Q3 		$37.6K Hold
3,200
– – 0.01% 516
2024
Q2 		$31.5K Hold
3,200
– – 0.01% 562
2024
Q1 		$30.6K Hold
3,200
– – 0.01% 565
2023
Q4 		$29.3K Hold
3,200
– – 0.01% 580
2023
Q3 		$27.6K Hold
3,200
– – 0.01% 593
2023
Q2 		$31.1K Hold
3,200
– – 0.01% 586
2023
Q1 		$42.7K Hold
3,200
– – 0.01% 544
2022
Q4 		$43.2K Hold
3,200
– – 0.01% 536
2022
Q3 		$41K Hold
3,200
– – 0.01% 527
2022
Q2 		$44K Hold
3,200
– – 0.01% 527
2022
Q1 		$49K Buy
+3,200
New +$46.1K 0.01% 522
2021
Q4 		– Sell
-3,200
Closed -$43K – 1003
2021
Q3 		$43K Hold
3,200
– – 0.01% 543
2021
Q2 		$46K Hold
3,200
– – 0.02% 540
2021
Q1 		$42K Hold
3,200
– – 0.02% 546
2020
Q4 		$39K Hold
3,200
– – 0.02% 584
2020
Q3 		$33K Hold
3,200
– – 0.02% 585
2020
Q2 		$35K Hold
3,200
– – 0.02% 567
2020
Q1 		$30K Buy
+3,200
New +$44.2K 0.02% 531

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investors Research Corp's DPG Position: Q2 2025 in Review

Investors Research Corp sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q2 2025, closing a stake of 3,200 shares — an estimated $39.1K sold.

Investors Research Corp first reported a position in DPG in Q1 2020 and held it in 20 quarters. The position peaked at $49K in Q1 2022. 73 funds tracked by Wall St. Rank hold DPG as of Q2 2025.

  • Investors Research Corp reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
  • Investors Research Corp sold 3,200 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2025, an estimated $39.1K.
  • Investors Research Corp first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q1 2020 and held it in 20 quarters.
  • Investors Research Corp's Duff & Phelps Utility and Infrastructure Fund position peaked at $49K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2025.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.