DUFF & PHELPS UTILITY & INC (DPG) Institutional Shareholders
DUFF & PHELPS UTILITY & INC (DPG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $154.76M in DPG holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of DPG tracked by InsiderSet, reporting ownership valued at approximately $27.97M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.04M, representing an estimated gain of +0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed DPG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Advisors Asset Management, Inc., and several other long-term asset managers with concentrated positions in DUFF & PHELPS UTILITY & INC (DPG).
This page ranks the largest institutional DPG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
86
Total Reported Value
$154.76M
Largest Holder
Morgan Stanley
Largest Position
$27.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,936,773 | $27,967,014 | $28,044,473 | +$77,459 | +0.28% | |
| Wells Fargo & Company/Mn | 0.00% | 1,391,795 | $20,097,516 | $20,153,192 | +$55,676 | +0.28% | |
| Advisors Asset Management, Inc. | 0.26% | 1,086,566 | $15,690,013 | $15,733,476 | +$43,463 | +0.28% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 624,733 | $9,021,145 | $9,046,134 | +$24,989 | +0.28% | |
| Karpus Management, Inc. | 0.24% | 533,200 | $7,699,408 | $7,720,736 | +$21,328 | +0.28% | |
| Kanen Wealth Management Llc | 2.72% | 523,585 | $7,560,567 | $7,581,511 | +$20,944 | +0.28% | |
| Pathstone Holdings, Llc | 0.03% | 490,161 | $7,077,924 | $7,097,531 | +$19,607 | +0.28% | |
| Raymond James Financial Inc | 0.00% | 424,702 | $6,132,705 | $6,149,685 | +$16,980 | +0.28% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.92% | 391,497 | $5,653,217 | $5,668,877 | +$15,660 | +0.28% | |
| Lpl Financial Llc | 0.00% | 374,459 | $5,407,194 | $5,422,166 | +$14,972 | +0.28% | |
| J.W. Cole Advisors, Inc. | 0.07% | 264,202 | $3,920,760 | $3,825,645 | -$95,115 | -2.43% | |
| Ubs Group Ag | 0.00% | 270,385 | $3,904,359 | $3,915,175 | +$10,816 | +0.28% | |
| United Advisor Group, Llc | 0.40% | 253,669 | $3,764,448 | $3,673,127 | -$91,321 | -2.43% | |
| Royal Bank Of Canada | 0.00% | 230,171 | $3,323,000 | $3,332,876 | +$9,876 | +0.30% | |
| Bulldog Investors, Llp | 0.57% | 176,130 | $2,543,317 | $2,550,362 | +$7,045 | +0.28% | |
| Saba Capital Management, L.P. | 0.08% | 172,750 | $2,494,510 | $2,501,420 | +$6,910 | +0.28% | |
| Wolverine Asset Management Llc | 0.03% | 151,099 | $2,181,870 | $2,187,914 | +$6,044 | +0.28% | |
| First Trust Advisors Lp | 0.00% | 137,092 | $1,979,608 | $1,985,092 | +$5,484 | +0.28% | |
| Blue Bell Private Wealth Management, Llc | 0.25% | 120,570 | $1,741,031 | $1,745,854 | +$4,823 | +0.28% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 108,130 | $1,604,649 | $1,565,722 | -$38,927 | -2.43% | |
| Zimmer Partners, Lp | 0.04% | 107,700 | $1,555,188 | $1,559,496 | +$4,308 | +0.28% | |
| Kestra Advisory Services, Llc | 0.00% | 65,142 | $966,706 | $943,256 | -$23,450 | -2.43% | |
| Osaic Holdings, Inc. | 0.00% | 56,628 | $817,736 | $819,973 | +$2,237 | +0.27% | |
| Invesco Ltd. | 0.00% | 50,461 | $728,657 | $730,675 | +$2,018 | +0.28% | |
| Guggenheim Capital Llc | 0.01% | 44,292 | $639,577 | $641,348 | +$1,771 | +0.28% | |
| Closed-End Fund Advisors, Inc. | 0.59% | 40,695 | $603,914 | $589,264 | -$14,650 | -2.43% | |
| Commonwealth Equity Services, Llc | 0.00% | 35,791 | $531,140 | $518,254 | -$12,886 | -2.43% | |
| Cetera Investment Advisers | 0.00% | 35,749 | $516,216 | $517,646 | +$1,430 | +0.28% | |
| Cascade Investment Group, Inc. | 0.28% | 33,750 | $500,850 | $488,700 | -$12,150 | -2.43% | |
| Hightower Advisors, Llc | 0.00% | 33,296 | $480,794 | $482,126 | +$1,332 | +0.28% | |
| Truist Financial Corp | 0.00% | 31,869 | $472,942 | $461,463 | -$11,479 | -2.43% | |
| Elm3 Financial Group, Llc | 0.32% | 31,799 | $471,893 | $460,450 | -$11,443 | -2.43% | |
| Wealth Advisors Of Tampa Bay, Llc | 0.15% | 32,000 | $462,080 | $463,360 | +$1,280 | +0.28% | |
| Nwam Llc | 0.02% | 28,678 | $425,582 | $415,257 | -$10,325 | -2.43% | |
| Level Four Advisory Services, Llc | 0.01% | 28,017 | $404,576 | $405,686 | +$1,110 | +0.27% | |
| Moors & Cabot, Inc. | 0.02% | 26,000 | $375,440 | $376,480 | +$1,040 | +0.28% | |
| Almitas Capital Llc | 0.07% | 22,565 | $325,839 | $326,741 | +$902 | +0.28% | |
| Quantedge Capital Pte Ltd | 0.18% | 22,400 | $323,456 | $324,352 | +$896 | +0.28% | |
| Bank Of America Corp | 0.00% | 21,483 | $310,213 | $311,074 | +$861 | +0.28% | |
| Stifel Financial Corp | 0.00% | 20,106 | $290,324 | $291,135 | +$811 | +0.28% | |
| Chicago Partners Investment Group Llc | 0.01% | 17,274 | $258,074 | $250,128 | -$7,946 | -3.08% | |
| Rfg Advisory, Llc | 0.00% | 17,388 | $258,038 | $251,778 | -$6,260 | -2.43% | |
| Atlantic Union Bankshares Corp | 0.00% | 16,614 | $239,906 | $240,571 | +$665 | +0.28% | |
| Citadel Advisors Llc | 0.00% | 14,506 | $209,467 | $210,047 | +$580 | +0.28% | |
| Catalina Capital Group, Llc | 0.12% | 13,732 | $198,290 | $198,839 | +$549 | +0.28% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 12,948 | $190,983 | $187,487 | -$3,496 | -1.83% | |
| Susquehanna International Group, Llp | 0.00% | 12,657 | $182,767 | $183,273 | +$506 | +0.28% | |
| Xtx Topco Ltd | 0.00% | 12,002 | $173,309 | $173,789 | +$480 | +0.28% | |
| Decision Investments, Inc | 0.16% | 11,650 | $172,886 | $168,692 | -$4,194 | -2.43% | |
| Focus Financial Network, Inc. | 0.01% | 11,351 | $168,442 | $164,362 | -$4,080 | -2.42% |
Frequently asked questions about DPG
Who owns the most DPG stock?
The largest holders of DPG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DUFF & PHELPS UTILITY & INC (DPG).
Is DPG widely held by superinvestors?
Many widely followed stocks like DPG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DPG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.