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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+1,0801,080$16.03KQ2 2026Sep 18, 2026
Concorde Asset Management, LlcBuy+61,62061,620$918.75KQ2 2026Aug 18, 2026
Saba Capital Management, L.P.Buy+153,214+88.7%325,964$4.84MQ2 2026Aug 14, 2026
Bulldog Investors, LlpBuy+151,254+85.9%327,384$4.86MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+105,491+45.8%335,662$4.98MQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+60,000+11.1%598,869$8.89MQ2 2026Aug 14, 2026
Karpus Management, Inc.Sell-51,615-9.7%481,585$7.15MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+46,15546,155$684.94KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Sell-43,081-4.0%1,043,485$15.49MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+37,680+2.7%1,429,475$21.21MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+10,952+19.3%67,580$1.00MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+3,551+29.6%15,553$230.81KQ2 2026Aug 14, 2026
&PartnersBuy+2,314+22.5%12,592$186.85KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-536-0.1%424,166$6.29MQ2 2026Aug 14, 2026
Bank Of America CorpSell-162-0.8%21,321$316.40KQ2 2026Aug 14, 2026
Allspring Global Investments Holdings, LlcBuy+181,763+29.1%806,496$11.97MQ2 2026Aug 13, 2026
Morgan StanleyBuy+26,178+1.4%1,962,951$29.13MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+16,078+248.1%22,559$334.78KQ2 2026Aug 13, 2026
Kanen Wealth Management LlcSell-4,045-0.8%519,540$7.67MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+4,0004,000$59.36KQ2 2026Aug 13, 2026
Ubs Group AgSell-2,053-0.8%268,332$3.98MQ2 2026Aug 13, 2026
Evolve Private Wealth, LlcBuy+25,113+216.4%36,718$547.47KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+20,325+101.1%40,431$599.99KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+11,650+32.6%47,399$703.39KQ2 2026Aug 12, 2026
Smith, Moore & Co.Buy+10,05810,058$149.26KQ2 2026Aug 12, 2026
Guggenheim Capital LlcSell-9,671-21.8%34,621$513.78KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+8,443+7.2%125,161$1.86MQ2 2026Aug 12, 2026
Strategic Wealth Partners, Ltd.Sell-1,300-76.5%400$5.94KQ2 2026Aug 12, 2026
First Trust Advisors LpBuy+33,393+24.4%170,485$2.53MQ2 2026Aug 11, 2026
Investment Management Trust, LlcBuy+11,94511,945$177.27KQ2 2026Aug 11, 2026
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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.