Duff & Phelps Utility &DPG
13F holders, Q4 2024 (December 31)69holders +4
7new positions
5sold out
1famous investor
$11.69avg. 13F price*
At the end of Q4 2024, 69 institutions reported holding Duff & Phelps Utility & Inc. (DPG) in their 13F filings, up 4 from Q3 2024. 7 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($23.8M), Wells Fargo & Company ($15.0M) and Karpus Management, Inc. ($12.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Duff & Phelps Utility & Inc.
- CUSIP
- 26433C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.2M |
| Exits | 5 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,157,228 shares bought and 569,734 shares sold, net +587,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Morgan Stanley | 0.00% | Reduce -6.3% | 2,035,970 | $23.8M |
| Wells Fargo & Company | 0.00% | Add +37.2% | 1,281,682 | $15.0M |
| Karpus Management, Inc. | 0.37% | Add +11.7% | 1,073,251 | $12.5M |
| Raymond James Financial Inc. | 0.00% | — | 482,316 | $5.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -22.1% | 444,392 | $5.2M |
| UBS Group AG | 0.00% | Reduce -7.2% | 429,437 | $5.0M |
| United Advisor Group, LLC | 0.80% | Add +4.9% | 345,032 | $4.0M |
| LPL Financial LLC | 0.00% | Add +2.6% | 317,753 | $3.7M |
| Kanen Wealth Management LLC | 1.19% | New | 273,122 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +5.5% | 272,852 | $3.2M |
| Consolidated Portfolio Review Corp | 0.46% | Reduce -3.6% | 249,639 | $2.9M |
| Advisors Asset Management, Inc. | 0.05% | Add +45.1% | 232,708 | $2.7M |
| Cohen & Steers, Inc. | 0.00% | No change | 216,271 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 164,474 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +946.7% | 118,325 | $1.4M |
| AQR Arbitrage LLC | 0.05% | Reduce -50.9% | 92,324 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.31% | Add +15.8% | 92,104 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +30.4% | 59,922 | $700K |
| Kestra Advisory Services, LLC | 0.00% | Add +143.3% | 55,526 | $649K |
| Elm3 Financial Group, LLC | 0.54% | — | 53,865 | $630K |
| Guggenheim Capital LLC | 0.00% | Add +63.7% | 50,700 | $593K |
| Concorde Asset Management, LLC | 0.27% | Add +13.3% | 43,600 | $510K |
| Cetera Investment Advisers | 0.00% | Reduce -0.2% | 39,597 | $463K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +63.8% | 37,567 | $439K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.8% | 37,159 | $434K |
| First Trust Advisors LP | 0.00% | New | 36,427 | $426K |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.0% | 33,100 | $387K |
| Wealth Advisors of Tampa Bay, LLC | 0.16% | No change | 32,000 | $374K |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 27,042 | $316K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.6% | 26,355 | $308K |
| Cascade Investment Group, Inc. | 0.22% | New | 26,300 | $307K |
| Pension & Wealth Management Advisors, Inc. | 0.12% | Reduce -3.7% | 26,136 | $306K |
| Moors & Cabot, Inc. | 0.01% | No change | 25,750 | $301K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 22,505 | $263K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.1% | 21,951 | $257K |
| Level Four Advisory Services, LLC | 0.01% | Add +55.4% | 20,095 | $235K |
| Walleye Capital LLC | 0.00% | Add +30.5% | 19,025 | $222K |
| Corrado Advisors, LLC | 0.14% | No change | 18,685 | $218K |
| Quantedge Capital Pte Ltd | 0.08% | Reduce -45.7% | 17,700 | $207K |
| Truist Financial Corp. | 0.00% | Add +13.7% | 17,370 | $203K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.8% | 16,760 | $196K |
| Focus Financial Network, Inc. | 0.01% | Add +0.1% | 15,571 | $183K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -9.2% | 15,911 | $183K |
| Citadel Advisors | 0.00% | Reduce -16.8% | 14,710 | $172K |
| CSS LLC | 0.03% | No change | 13,262 | $155K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.4% | 12,300 | $144K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +9.9% | 12,081 | $142K |
| Nwam LLC | 0.01% | New | 11,670 | $136K |
| Dakota Wealth Management | 0.00% | New | 11,410 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 5,890 | $69K |
| CoreCap Advisors, LLC | 0.00% | Reduce -32.8% | 5,325 | $62K |
| Allworth Financial LP | 0.00% | No change | 4,767 | $57K |
| Investors Research Corp | 0.01% | No change | 3,200 | $37K |
| Hollencrest Capital Management | 0.00% | No change | 3,060 | $36K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 3,000 | $35K |
| Comerica Bank | 0.00% | No change | 2,276 | $27K |
| Optimum Investment Advisors | 0.01% | No change | 1,300 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,068 | $12K |
| Estabrook Capital Management | 0.00% | Add +1.9% | 484 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 400 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | New | 400 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 298 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 173 | $2K |
| WPG Advisers, LLC | 0.00% | — | 138 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 88 | $1K |
| Key Financial Inc | 0.00% | No change | 53 | $620 |
| Lanark Financial, Inc. | 0.01% | — | 5 | $63 |
| Citigroup Inc. | 0.00% | No change | 1 | $12 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $7 |
"% of holder's portfolio" is DPG's weight in each manager's 13F, not the share of Duff & Phelps Utility & Inc. the manager owns.