DUFF & PHELPS UTILITY & INC (DPG) Institutional Ownership Changes & 13F Activity
DUFF & PHELPS UTILITY & INC (DPG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allspring Global Investments Holdings, Llc, Saba Capital Management, L.P., Bulldog Investors, Llp, Royal Bank Of Canada, and Concorde Asset Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Security National Bank Of Sioux City Iowa | Buy | +1,080 | — | 1,080 | $16.03K | Q2 2026 | Sep 18, 2026 |
| Concorde Asset Management, Llc | Buy | +61,620 | — | 61,620 | $918.75K | Q2 2026 | Aug 18, 2026 |
| Saba Capital Management, L.P. | Buy | +153,214 | +88.7% | 325,964 | $4.84M | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, Llp | Buy | +151,254 | +85.9% | 327,384 | $4.86M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +105,491 | +45.8% | 335,662 | $4.98M | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +60,000 | +11.1% | 598,869 | $8.89M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Sell | -51,615 | -9.7% | 481,585 | $7.15M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +46,155 | — | 46,155 | $684.94K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Sell | -43,081 | -4.0% | 1,043,485 | $15.49M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +37,680 | +2.7% | 1,429,475 | $21.21M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +10,952 | +19.3% | 67,580 | $1.00M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +3,551 | +29.6% | 15,553 | $230.81K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +2,314 | +22.5% | 12,592 | $186.85K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -536 | -0.1% | 424,166 | $6.29M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -162 | -0.8% | 21,321 | $316.40K | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +181,763 | +29.1% | 806,496 | $11.97M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +26,178 | +1.4% | 1,962,951 | $29.13M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +16,078 | +248.1% | 22,559 | $334.78K | Q2 2026 | Aug 13, 2026 |
| Kanen Wealth Management Llc | Sell | -4,045 | -0.8% | 519,540 | $7.67M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +4,000 | — | 4,000 | $59.36K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -2,053 | -0.8% | 268,332 | $3.98M | Q2 2026 | Aug 13, 2026 |
| Evolve Private Wealth, Llc | Buy | +25,113 | +216.4% | 36,718 | $547.47K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +20,325 | +101.1% | 40,431 | $599.99K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +11,650 | +32.6% | 47,399 | $703.39K | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Buy | +10,058 | — | 10,058 | $149.26K | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Sell | -9,671 | -21.8% | 34,621 | $513.78K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +8,443 | +7.2% | 125,161 | $1.86M | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | Sell | -1,300 | -76.5% | 400 | $5.94K | Q2 2026 | Aug 12, 2026 |
| First Trust Advisors Lp | Buy | +33,393 | +24.4% | 170,485 | $2.53M | Q2 2026 | Aug 11, 2026 |
| Investment Management Trust, Llc | Buy | +11,945 | — | 11,945 | $177.27K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about DPG activity
Which institutional owners are buying DPG?
Institutional owners buying DPG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DPG activity?
"Buy" means an investor increased their reported position in DPG compared to the prior reporting period. This reflects growing exposure to DUFF & PHELPS UTILITY & INC (DPG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DPG increasing?
Institutional interest in DPG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related DPG Institutional Insights
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