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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in DUFF & PHELPS UTLITY AND INF

Steward Partners Investment Advisory, LLC holds 22,559 shares of DPG (DUFF & PHELPS UTLITY AND INF), worth $334,776 as of 2026-Q2. The position was increased (+248.1% shares). DPG represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$334,776

Current Shares

22,559

Total Value Change

+$266,120

Total Shares Change

+16,711

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
22,559
+248.1%
$334,7760.0%$14.76
38
2026-Q1
Unchanged
6,481
0.0%
$93,5860.0%$14.16
0
2025-Q4
Unchanged
6,481
0.0%
$82,3740.0%$12.28
0
2025-Q3
Decreased
6,481
-21.3%
$83,6700.0%$12.27
0
2025-Q2
Unchanged
8,231
0.0%
$102,1470.0%$11.60
0
2025-Q1
Increased
8,231
+39.8%
$100,6650.0%$11.24
29
2024-Q4
Increased
5,890
+0.7%
$68,8540.0%$10.56
21
2024-Q3
Increased
5,848
+0.8%
$68,6560.0%$10.41
21

Other major holders of DPG: MORGAN STANLEY

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