Welch Group’s DNP Select Income Fund DNP Stock Holding History

Welch Group’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-30,967	Closed	-$310K	–	315
2025 Q3	$310K	Buy	+30,967	New	+$305K	0.01%	223

Other funds holding DNP

Align Financial Hermantown, Minnesota $202M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Welch Group's DNP Position: Q4 2025 in Review

Welch Group sold out of DNP Select Income Fund (DNP) in Q4 2025, closing a stake of 30,967 shares — an estimated $310K sold.

Welch Group first reported a position in DNP in Q3 2025 and held it in 1 quarter. The position peaked at $310K in Q3 2025. 337 funds tracked by Wall St. Rank hold DNP as of Q4 2025.

Welch Group reported no remaining DNP Select Income Fund position as of Q4 2025 after selling out during the quarter.
Welch Group sold 30,967 DNP Select Income Fund shares in Q4 2025, an estimated $310K.
Welch Group first reported a position in DNP Select Income Fund in Q3 2025 and held it in 1 quarter.
Welch Group's DNP Select Income Fund position peaked at $310K in Q3 2025.
337 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q4 2025.

Based on Welch Group's 13F filing for Q4 2025, filed 26 Jan 2026.