PIWA
DPG

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
130,451
+12,964
+11% +$161K 0.36% 96
2025
Q1
$1.44M Buy
117,487
+25,383
+28% +$310K 0.38% 86
2024
Q4
$1.08M Buy
92,104
+12,554
+16% +$147K 0.31% 100
2024
Q3
$934K Buy
+79,550
New +$934K 0.28% 104