Trust Point Inc’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Trust Point Inc’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	$205K	Buy	+16,000	New	+$229K	0.02%	489

Other funds holding DPG

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Trust Point Inc's DPG Position: Q3 2026 in Review

Trust Point Inc opened a new position in Duff & Phelps Utility and Infrastructure Fund (DPG) in Q3 2026: 16,000 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #489 among its holdings.

21 funds tracked by Wall St. Rank hold DPG as of Q3 2026.

Trust Point Inc held 16,000 shares of Duff & Phelps Utility and Infrastructure Fund worth $205K as of Q3 2026.
Duff & Phelps Utility and Infrastructure Fund was a new Trust Point Inc position in Q3 2026.
Duff & Phelps Utility and Infrastructure Fund made up 0.02% of Trust Point Inc's portfolio in Q3 2026, its #489 holding.
21 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.