Strategic Wealth Partners
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Strategic Wealth Partners’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-400
Closed -$5.94K – 1227
2026
Q2 		$5.94K Sell
400
-1,300
-76% -$18.9K ﹤0.01% 1020
2026
Q1 		$24.5K Hold
1,700
– – ﹤0.01% 658
2025
Q4 		$21.6K Buy
+1,700
New +$22.1K ﹤0.01% 684

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Strategic Wealth Partners's DPG Position: Q3 2026 in Review

Strategic Wealth Partners sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q3 2026, closing a stake of 400 shares — an estimated $5.94K sold.

Strategic Wealth Partners first reported a position in DPG in Q4 2025 and held it in 3 quarters. The position peaked at $24.5K in Q1 2026. 72 funds tracked by Wall St. Rank hold DPG as of Q3 2026.

  • Strategic Wealth Partners reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q3 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 400 Duff & Phelps Utility and Infrastructure Fund shares in Q3 2026, an estimated $5.94K.
  • Strategic Wealth Partners first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Duff & Phelps Utility and Infrastructure Fund position peaked at $24.5K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.