KWM
DPG

Kanen Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Kanen Wealth Management’s Portfolio DPG Stock Details DPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.24M Sell
502,541
-82,560
-14% -$1.02M 2.39% 11
2025
Q1 		$7.16M Buy
585,101
+311,979
+114% +$3.82M 2.88% 11
2024
Q4 		$3.19M Buy
+273,122
New +$3.19M 1.19% 14