SWP
DPG

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
Q1 		$24.5K Hold
1,700
– – ﹤0.01% 658
2025
Q4 		$21.6K Buy
+1,700
New +$22.1K ﹤0.01% 684

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Strategic Wealth Partners's DPG Position: Q1 2026 in Review

Strategic Wealth Partners held its Duff & Phelps Utility and Infrastructure Fund (DPG) position steady in Q1 2026 at 1,700 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Strategic Wealth Partners first reported a position in DPG in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold DPG as of Q1 2026.

  • Strategic Wealth Partners held 1,700 shares of Duff & Phelps Utility and Infrastructure Fund worth $24.5K as of Q1 2026.
  • Strategic Wealth Partners left its Duff & Phelps Utility and Infrastructure Fund share count unchanged in Q1 2026.
  • Duff & Phelps Utility and Infrastructure Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #658 holding.
  • Strategic Wealth Partners first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.