Duff & Phelps Utility &DPG
13F holders, Q1 2026 (March 31)85holders +5
14new positions
8sold out
1famous investor
$14.44avg. 13F price*
At the end of Q1 2026, 85 institutions reported holding Duff & Phelps Utility & Inc. (DPG) in their 13F filings, up 5 from Q4 2025. 14 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($28.0M), Wells Fargo & Company ($20.1M) and Advisors Asset Management, Inc. ($15.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.9M |
| Exits | 8 | $3.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,234,620 shares bought and 686,099 shares sold, net +548,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Morgan Stanley | 0.00% | Reduce -4.3% | 1,936,773 | $28.0M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 1,391,795 | $20.1M |
| Advisors Asset Management, Inc. | 0.26% | Add +0.6% | 1,086,566 | $15.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +25.3% | 624,733 | $9.0M |
| Cohen & Steers, Inc. | 0.01% | Add +52.7% | 538,869 | $7.8M |
| Karpus Management, Inc. | 0.24% | Reduce -18.2% | 533,200 | $7.7M |
| Kanen Wealth Management LLC | 2.72% | Add +1.2% | 523,585 | $7.6M |
| Pathstone Holdings, LLC | 0.03% | Add +26.4% | 490,161 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 424,702 | $6.1M |
| Thomas J. Herzfeld Advisors, Inc. | 1.92% | Reduce -16.6% | 391,497 | $5.7M |
| LPL Financial LLC | 0.00% | Add +5.3% | 374,459 | $5.4M |
| United Advisor Group, LLC | 0.55% | Reduce -8.0% | 309,774 | $4.5M |
| UBS Group AG | 0.00% | Reduce -0.0% | 270,385 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -14.2% | 243,330 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +13.2% | 230,171 | $3.3M |
| Bulldog Investors, LLP | 0.57% | New | 176,130 | $2.5M |
| Saba Capital Management, L.P. | 0.08% | Add +142.3% | 172,750 | $2.5M |
| Wolverine Asset Management LLC | 0.12% | Add +411.5% | 151,099 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +25.8% | 137,092 | $2.0M |
| Blue Bell Private Wealth Management, LLC | 0.25% | Add +58.1% | 120,570 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +1.2% | 116,718 | $1.7M |
| Zimmer Partners, LP | 0.04% | Add +29.4% | 107,700 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +18.5% | 86,836 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +31.4% | 80,876 | $1.2M |
| Concorde Asset Management, LLC | 0.41% | Reduce -0.2% | 57,420 | $833K |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 56,628 | $818K |
| Invesco Ltd. | 0.00% | Add +0.1% | 50,461 | $729K |
| Guggenheim Capital LLC | 0.01% | Reduce -32.7% | 44,292 | $640K |
| Closed-End Fund Advisors, Inc. | 0.61% | Add +3.0% | 41,769 | $603K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 36,658 | $529K |
| City of London Investment Management Co. Ltd. | 0.04% | New | 35,868 | $518K |
| Cetera Investment Advisers | 0.00% | Reduce -37.5% | 35,749 | $516K |
| Nwam LLC | 0.03% | Add +30.9% | 35,712 | $516K |
| Cascade Investment Group, Inc. | 0.32% | Reduce -2.6% | 33,750 | $487K |
| HighTower Advisors, LLC | 0.00% | Add +41.8% | 33,296 | $481K |
| Truist Financial Corp. | 0.00% | Add +5.3% | 33,278 | $481K |
| Elm3 Financial Group, LLC | 0.39% | Reduce -2.4% | 32,251 | $466K |
| Wealth Advisors of Tampa Bay, LLC | 0.15% | No change | 32,000 | $462K |
| Level Four Advisory Services, LLC | 0.01% | Add +8.3% | 28,017 | $405K |
| Moors & Cabot, Inc. | 0.02% | No change | 26,000 | $375K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.3% | 23,941 | $346K |
| Almitas Capital LLC | 0.07% | New | 22,565 | $326K |
| Quantedge Capital Pte Ltd | 0.18% | New | 22,400 | $323K |
| Wedbush Securities Inc. | 0.01% | Reduce -20.1% | 21,937 | $317K |
| Bank of America Corp. | 0.00% | Reduce -29.9% | 21,483 | $310K |
| RFG Advisory, LLC | 0.01% | No change | 20,888 | $302K |
| Stifel Financial Corp. | 0.00% | Add +8.1% | 20,106 | $290K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.2% | 17,074 | $247K |
| Atlantic Union Bankshares Corp | 0.00% | Add +3.1% | 16,614 | $240K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -7.3% | 15,112 | $218K |
| Citadel Advisors | 0.00% | New | 14,506 | $209K |
| Catalina Capital Group, LLC | 0.12% | Add +5.5% | 13,732 | $198K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +25.0% | 12,944 | $185K |
| Susquehanna International Group, LLP | 0.00% | New | 12,657 | $183K |
| XTX Topco Ltd | 0.00% | New | 12,002 | $173K |
| Decision Investments, Inc. | 0.19% | No change | 11,650 | $168K |
| Evolve Private Wealth, LLC | 0.01% | New | 11,605 | $168K |
| Focus Financial Network, Inc. | 0.01% | Reduce -6.5% | 11,331 | $164K |
| &partners | 0.00% | New | 10,278 | $148K |
| CSS LLC | 0.02% | No change | 10,262 | $148K |
| PFG Investments, LLC | 0.01% | New | 10,233 | $148K |
| NorthCoast Asset Management LLC | 0.00% | No change | 10,000 | $144K |
| Cwm, LLC | 0.00% | Reduce -27.7% | 9,077 | $131K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -52.0% | 8,787 | $127K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,481 | $94K |
| Mather Group, Llc. | 0.00% | New | 4,169 | $60K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.5% | 3,751 | $55K |
| Hilton Head Capital Partners, LLC | 0.03% | Reduce -5.6% | 3,384 | $49K |
| Hollencrest Capital Management | 0.00% | No change | 3,060 | $44K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,600 | $38K |
| Fifth Third Bancorp | 0.00% | New | 2,171 | $31K |
| GS Investments, Inc. | 0.02% | No change | 2,000 | $29K |
| CENTRAL TRUST Co | 0.00% | New | 2,000 | $29K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,700 | $25K |
| Assetmark, Inc. | 0.00% | No change | 1,453 | $21K |
| Allworth Financial LP | 0.00% | No change | 1,250 | $18K |
| US Bancorp \de | 0.00% | No change | 1,000 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 700 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 400 | $6K |
| Advisory Services Network, LLC | 0.00% | New | 287 | $4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -31.3% | 114 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 88 | $1K |
| Key Financial Inc | 0.00% | No change | 53 | $765 |
| Citigroup Inc. | 0.00% | No change | 1 | $14 |
| Golden State Wealth Management, LLC | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is DPG's weight in each manager's 13F, not the share of Duff & Phelps Utility & Inc. the manager owns.