Duff & Phelps Utility &DPG
13F holders, Q4 2025 (December 31)80holders +3
10new positions
9sold out
1famous investor
$12.39avg. 13F price*
At the end of Q4 2025, 80 institutions reported holding Duff & Phelps Utility & Inc. (DPG) in their 13F filings, up 3 from Q3 2025. 10 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($25.7M), Wells Fargo & Company ($17.2M) and Advisors Asset Management, Inc. ($13.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Duff & Phelps Utility & Inc.
- CUSIP
- 26433C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.6M |
| Exits | 9 | $3.0M |
All 13F filers, Q3 2025 → Q4 2025: 796,076 shares bought and 435,251 shares sold, net +360,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Morgan Stanley | 0.00% | Reduce -0.5% | 2,024,868 | $25.7M |
| Wells Fargo & Company | 0.00% | Add +1.0% | 1,353,361 | $17.2M |
| Advisors Asset Management, Inc. | 0.23% | Add +6.2% | 1,080,552 | $13.7M |
| Karpus Management, Inc. | 0.25% | Reduce -15.2% | 651,743 | $8.3M |
| Kanen Wealth Management LLC | 2.01% | Add +2.1% | 517,160 | $6.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +12.7% | 498,756 | $6.3M |
| Thomas J. Herzfeld Advisors, Inc. | 2.02% | Add +11.5% | 469,477 | $6.0M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 421,523 | $5.4M |
| Pathstone Holdings, LLC | 0.02% | Add +84.6% | 387,812 | $4.9M |
| LPL Financial LLC | 0.00% | Add +3.0% | 355,576 | $4.5M |
| Cohen & Steers, Inc. | 0.01% | Add +19.7% | 352,862 | $4.5M |
| United Advisor Group, LLC | 0.55% | Reduce -4.7% | 336,702 | $4.3M |
| UBS Group AG | 0.00% | Reduce -6.4% | 270,433 | $3.4M |
| Royal Bank of Canada | 0.00% | Add +13.5% | 203,369 | $2.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.38% | Add +4.6% | 167,434 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +3.8% | 115,366 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +3.9% | 109,000 | $1.4M |
| Zimmer Partners, LP | 0.03% | Add +197.1% | 83,200 | $1.1M |
| Blue Bell Private Wealth Management, LLC | 0.14% | Add +22.7% | 76,265 | $969K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +133.4% | 73,286 | $931K |
| Saba Capital Management, L.P. | 0.03% | New | 71,298 | $906K |
| Guggenheim Capital LLC | 0.01% | Add +2.4% | 65,804 | $836K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.0% | 61,545 | $782K |
| Concorde Asset Management, LLC | 0.29% | Add +21.6% | 57,520 | $731K |
| Cetera Investment Advisers | 0.00% | Add +7.3% | 57,174 | $727K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.8% | 55,905 | $711K |
| Invesco Ltd. | 0.00% | Add +4.2% | 50,427 | $641K |
| Closed-End Fund Advisors, Inc. | 0.30% | — | 40,553 | $515K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 37,665 | $479K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.9% | 37,201 | $473K |
| Cascade Investment Group, Inc. | 0.29% | Add +5.5% | 34,650 | $440K |
| Elm3 Financial Group, LLC | 0.35% | Reduce -21.4% | 33,055 | $420K |
| Wealth Advisors of Tampa Bay, LLC | 0.14% | No change | 32,000 | $407K |
| Truist Financial Corp. | 0.00% | Add +13.8% | 31,589 | $401K |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 30,629 | $389K |
| Wolverine Asset Management LLC | 0.02% | Add +59.0% | 29,538 | $375K |
| Nwam LLC | 0.02% | Add +1.0% | 27,291 | $362K |
| Wedbush Securities Inc. | 0.01% | Add +10.5% | 27,460 | $349K |
| Moors & Cabot, Inc. | 0.01% | No change | 26,000 | $330K |
| Level Four Advisory Services, LLC | 0.01% | Add +3.1% | 25,870 | $329K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.5% | 24,491 | $311K |
| HighTower Advisors, LLC | 0.00% | Add +100.1% | 23,489 | $299K |
| RFG Advisory, LLC | 0.01% | Reduce -8.3% | 20,888 | $265K |
| Integrated Wealth Concepts LLC | 0.00% | New | 20,662 | $263K |
| Stifel Financial Corp. | 0.00% | New | 18,606 | $236K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,307 | $233K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.3% | 16,876 | $221K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +0.1% | 16,301 | $207K |
| Atlantic Union Bankshares Corp | 0.00% | Add +11.2% | 16,118 | $205K |
| Logan Stone Capital, LLC | 0.05% | New | 14,856 | $189K |
| Catalina Capital Group, LLC | 0.10% | Add +0.6% | 13,016 | $165K |
| Cwm, LLC | 0.00% | Reduce -13.4% | 12,557 | $160K |
| AQR Capital Management | 0.00% | Reduce -13.4% | 12,557 | $160K |
| Focus Financial Network, Inc. | 0.01% | Add +0.2% | 12,123 | $154K |
| Decision Investments, Inc. | 0.16% | — | 11,650 | $148K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.1% | 10,355 | $132K |
| CSS LLC | 0.02% | No change | 10,262 | $130K |
| NorthCoast Asset Management LLC | 0.00% | No change | 10,000 | $127K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,481 | $82K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -79.2% | 4,598 | $58K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.4% | 3,887 | $49K |
| Hilton Head Capital Partners, LLC | 0.03% | — | 3,584 | $46K |
| Hollencrest Capital Management | 0.00% | No change | 3,060 | $39K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,600 | $33K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +3.0% | 283,601 | $29K |
| Comerica Bank | 0.00% | Reduce -6.1% | 2,171 | $28K |
| GS Investments, Inc. | 0.01% | No change | 2,000 | $25K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 1,700 | $22K |
| Assetmark, Inc. | 0.00% | Add +101.8% | 1,453 | $18K |
| Allworth Financial LP | 0.00% | No change | 1,250 | $16K |
| US Bancorp \de | 0.00% | New | 1,000 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 700 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | New | 400 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 400 | $5K |
| Navalign, LLC | 0.00% | New | 190 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 166 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 88 | $1K |
| Key Financial Inc | 0.00% | No change | 53 | $674 |
| Citigroup Inc. | 0.00% | No change | 1 | $13 |
| Golden State Wealth Management, LLC | 0.00% | New | 1 | $13 |
"% of holder's portfolio" is DPG's weight in each manager's 13F, not the share of Duff & Phelps Utility & Inc. the manager owns.