Duff & Phelps Utility &DPG
13F holders, Q1 2025 (March 31)74holders +5
12new positions
6sold out
$12.22avg. 13F price*
At the end of Q1 2025, 74 institutions reported holding Duff & Phelps Utility & Inc. (DPG) in their 13F filings, up 5 from Q4 2024. 12 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($24.6M), Wells Fargo & Company ($16.4M) and Karpus Management, Inc. ($12.5M).
- Company
- Duff & Phelps Utility & Inc.
- CUSIP
- 26433C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.8M |
| Exits | 6 | $3.6M |
All 13F filers, Q4 2024 → Q1 2025: 976,307 shares bought and 647,341 shares sold, net +328,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Morgan Stanley | 0.00% | Reduce -1.3% | 2,009,856 | $24.6M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 1,341,404 | $16.4M |
| Karpus Management, Inc. | 0.41% | Reduce -4.6% | 1,023,720 | $12.5M |
| Kanen Wealth Management LLC | 2.88% | Add +114.2% | 585,101 | $7.2M |
| Advisors Asset Management, Inc. | 0.11% | Add +100.2% | 465,838 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.6% | 450,596 | $5.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -3.6% | 428,410 | $5.2M |
| UBS Group AG | 0.00% | Reduce -16.3% | 359,434 | $4.4M |
| United Advisor Group, LLC | 0.87% | Add +0.3% | 345,919 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 314,275 | $3.8M |
| Consolidated Portfolio Review Corp | 0.48% | Reduce -2.0% | 244,526 | $3.0M |
| Cohen & Steers, Inc. | 0.00% | Reduce -11.6% | 191,271 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 161,055 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Add +27.6% | 117,487 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.1% | 109,913 | $1.3M |
| Wolverine Asset Management LLC | 0.07% | New | 72,078 | $882K |
| Guggenheim Capital LLC | 0.01% | Add +31.0% | 66,422 | $812K |
| Osaic Holdings, Inc. | 0.00% | Add +10.6% | 66,275 | $811K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 55,574 | $680K |
| First Trust Advisors LP | 0.00% | Add +49.0% | 54,260 | $664K |
| Cetera Investment Advisers | 0.00% | Add +36.0% | 53,843 | $658K |
| Elm3 Financial Group, LLC | 0.48% | Reduce -16.6% | 44,933 | $550K |
| Bank of America Corp. | 0.00% | Add +64.2% | 44,395 | $543K |
| Concorde Asset Management, LLC | 0.28% | Add +6.2% | 46,300 | $525K |
| Envestnet Asset Management Inc. | 0.00% | New | 38,225 | $467K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.1% | 37,927 | $464K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -8.5% | 34,390 | $421K |
| Walleye Capital LLC | 0.01% | Add +74.2% | 33,140 | $405K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 33,100 | $405K |
| Wealth Advisors of Tampa Bay, LLC | 0.16% | No change | 32,000 | $391K |
| Cascade Investment Group, Inc. | 0.29% | Add +17.3% | 30,850 | $377K |
| Wedbush Securities Inc. | 0.01% | Add +10.3% | 29,064 | $355K |
| Moors & Cabot, Inc. | 0.02% | No change | 25,750 | $315K |
| Pension & Wealth Management Advisors, Inc. | 0.12% | Reduce -3.0% | 25,348 | $310K |
| Readystate Asset Management LP | 0.03% | New | 24,695 | $302K |
| Level Four Advisory Services, LLC | 0.01% | Add +16.3% | 23,375 | $286K |
| RFG Advisory, LLC | 0.01% | New | 23,042 | $282K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.9% | 21,845 | $267K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +26.7% | 21,233 | $260K |
| AQR Arbitrage LLC | 0.01% | Reduce -77.6% | 20,658 | $252K |
| Truist Financial Corp. | 0.00% | Add +11.1% | 19,291 | $236K |
| Corrado Advisors, LLC | 0.15% | No change | 18,685 | $229K |
| Susquehanna International Group, LLP | 0.00% | New | 18,635 | $228K |
| Nwam LLC | 0.02% | Add +43.7% | 16,766 | $205K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.9% | 16,218 | $201K |
| Integrity Alliance, Llc. | 0.01% | New | 15,362 | $188K |
| Focus Financial Network, Inc. | 0.01% | Reduce -4.9% | 14,812 | $181K |
| CSS LLC | 0.03% | No change | 13,262 | $162K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +6.4% | 12,851 | $157K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 12,211 | $149K |
| Quantedge Capital Pte Ltd | 0.05% | Reduce -31.1% | 12,200 | $149K |
| Dakota Wealth Management | 0.00% | Add +5.3% | 12,020 | $147K |
| Catalina Capital Group, LLC | 0.09% | New | 11,018 | $135K |
| Waverly Advisors, LLC | 0.00% | Reduce -13.6% | 10,627 | $130K |
| NorthCoast Asset Management LLC | 0.00% | New | 10,000 | $122K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +39.8% | 8,231 | $101K |
| Lanark Financial, Inc. | 0.01% | — | 5,450 | $66K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,547 | $43K |
| CoreCap Advisors, LLC | 0.00% | Reduce -38.0% | 3,300 | $40K |
| Investors Research Corp | 0.01% | No change | 3,200 | $39K |
| Hollencrest Capital Management | 0.00% | No change | 3,060 | $37K |
| Comerica Bank | 0.00% | Reduce -2.1% | 2,229 | $27K |
| Optimum Investment Advisors | 0.01% | No change | 1,300 | $16K |
| Allworth Financial LP | 0.00% | Reduce -73.8% | 1,250 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,068 | $13K |
| Elequin Capital, LP | 0.00% | New | 1,047 | $13K |
| Estabrook Capital Management | 0.00% | Add +1.9% | 493 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 400 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 400 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 298 | $4K |
| Concord Wealth Partners | 0.00% | New | 142 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 88 | $1K |
| Key Financial Inc | 0.00% | No change | 53 | $648 |
| Citigroup Inc. | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is DPG's weight in each manager's 13F, not the share of Duff & Phelps Utility & Inc. the manager owns.