Position in DNP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$117,276
+$6,284 QoQ
Shares Held
10,869
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 329 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DNP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $49,912,238 across 44 Asset Management names. DNP ranks #38 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
159,511 | $6,495,287 | |
| 2 | BX |
Blackstone Inc.
|
52,520 | $6,180,028 | |
| 3 | EIM |
Eaton Vance Municipal Bond Fund
|
563,559 | $5,613,047 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
374,135 | $4,818,858 | |
| 5 | APO |
Apollo Global Management, Inc.
|
31,445 | $3,720,257 | |
| 6 | BLK |
BlackRock, Inc.
|
3,342 | $3,213,533 | |
| 7 | KKR |
KKR & Co. Inc.
|
22,676 | $2,081,203 | |
| 8 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
199,488 | $1,571,965 |
All Filings in DNP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,276 | 10,869 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $110,992 | 10,776 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $54,084 | 5,403 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $173,606 | 21,120 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $190,678 | 21,023 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $177,689 | 20,954 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $198,625 | 20,864 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||