MWA
DPG

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

Medallion Wealth 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
2025
Q2 		– Sell
-298
Closed -$3.64K – 1111
2025
Q1 		$3.64K Hold
298
– – ﹤0.01% 837
2024
Q4 		$3.48K Buy
+298
New +$3.5K ﹤0.01% 785

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

Medallion Wealth Advisors's DPG Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q2 2025, closing a stake of 298 shares — an estimated $3.64K sold.

Medallion Wealth Advisors first reported a position in DPG in Q4 2024 and held it in 2 quarters. The position peaked at $3.64K in Q1 2025. 73 funds tracked by Wall St. Rank hold DPG as of Q2 2025.

  • Medallion Wealth Advisors reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 298 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2025, an estimated $3.64K.
  • Medallion Wealth Advisors first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2024 and held it in 2 quarters.
  • Medallion Wealth Advisors's Duff & Phelps Utility and Infrastructure Fund position peaked at $3.64K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.