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Equibles

EVOLVE PRIVATE WEALTH, LLC

Position in DPG — Duff & Phelps Utility & Infrastructure Fund Inc.

CIK 2111131 LOS ANGELES, CA
Back to DPG Full portfolio

Position in DPG

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$544,895
+$377,319 QoQ
Shares Held
36,718
+216.4% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#30
of 83 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in DPG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $77,948,270 across 105 Asset Management names. DPG ranks #48 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GDV
Gabelli Dividend & Income Trust
 95,085 $2,795,499
2 STEW
SRH Total Return Fund, Inc.
 146,354 $2,619,736
3 NFJ
Virtus Dividend, Interest & Premium Strategy Fund
 163,454 $2,482,866
4 CET
Central Securities Corp
 46,777 $2,453,453
5 GAM
General American Investors Co Inc
 38,203 $2,435,441
6 ADX
Adams Diversified Equity Fund, Inc.
 78,995 $2,018,322
7 NIE
Virtus Equity & Convertible Income Fund
 74,881 $2,011,303
8 RVT
Royce Small-Cap Trust, Inc.
 108,008 $1,994,907

All Filings in DPG

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $544,895 36,718
2026-03-31 $167,576 11,605