Sound View Wealth Advisors Group, LLC
Position in DNP — Dnp Select Income Fund Inc
CIK 1784777
SAVANNAH, GA
Position in DNP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,353,363
+$122,744 QoQ
Shares Held
218,106
+0.7% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#37
of 329 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in DNP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $8,120,665 across 14 Asset Management names. DNP ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
This page
|
218,106 | $2,353,363 | |
| 2 | BLK |
BlackRock, Inc.
|
1,424 | $1,369,261 | |
| 3 | BX |
Blackstone Inc.
|
7,423 | $873,464 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,975 | $783,665 | |
| 5 | UTG |
Reaves Utility Income Fund
|
13,758 | $560,225 | |
| 6 | TPG |
TPG Inc.
|
11,815 | $479,098 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,179 | $342,632 | |
| 8 | NTRS |
Northern Trust Corp
|
1,557 | $270,668 |
All Filings in DNP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,353,363 | 218,106 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,230,619 | 216,565 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,158,948 | 216,111 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,224,432 | 222,221 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,171,705 | 221,829 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,279,239 | 230,459 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,348,025 | 266,216 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,701,382 | 269,062 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,196,236 | 267,182 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,488,300 | 274,344 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,385,110 | 281,263 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,028,511 | 318,121 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,184,243 | 303,840 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,585,522 | 325,365 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,164,208 | 281,263 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $3,170,864 | 306,068 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,345,592 | 308,634 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,622,215 | 306,448 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,382,330 | 311,162 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,396,339 | 318,606 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,293,098 | 315,129 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,059,085 | 309,624 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,101,002 | 302,242 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,961,930 | 295,013 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,292,375 | 302,608 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,913,347 | 297,584 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||