DPG Institutional Ownership & Shareholders
DUFF & PHELPS UTILITY & INC (DPG) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $161.05M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of DPG tracked by InsiderSet, reporting ownership valued at approximately $29.13M in its June 30, 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 $27.68M, representing an estimated loss of -4.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed DPG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Allspring Global Investments Holdings, Llc, 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
87
Total Reported Value
$161.05M
Largest Holder
Morgan Stanley
Largest Position
$29.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
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% | 1,962,951 | $29,130,201 | $27,677,609 | -$1,452,592 | -4.99% | |
| Wells Fargo & Company/Mn | 0.00% | 1,429,475 | $21,213,402 | $20,155,598 | -$1,057,805 | -4.99% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 806,496 | $11,968,401 | $11,371,594 | -$596,807 | -4.99% | |
| Cohen & Steers, Inc. | 0.01% | 598,869 | $8,887,000 | $8,444,053 | -$442,947 | -4.98% | |
| Kanen Wealth Management Llc | 1.88% | 519,540 | $7,674,523 | $7,325,514 | -$349,009 | -4.55% | |
| Karpus Management, Inc. | 0.21% | 481,585 | $7,146,721 | $6,790,349 | -$356,373 | -4.99% | |
| Pathstone Holdings, Llc | 0.03% | 490,161 | $7,077,924 | $6,911,270 | -$166,654 | -2.35% | |
| Raymond James Financial Inc | 0.00% | 424,166 | $6,294,631 | $5,980,741 | -$313,890 | -4.99% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.64% | 360,644 | $5,351,957 | $5,085,080 | -$266,877 | -4.99% | |
| Royal Bank Of Canada | 0.00% | 335,662 | $4,981,000 | $4,732,834 | -$248,166 | -4.98% | |
| Bulldog Investors, Llp | 1.07% | 327,384 | $4,858,379 | $4,616,114 | -$242,265 | -4.99% | |
| Saba Capital Management, L.P. | 0.15% | 325,964 | $4,837,306 | $4,596,092 | -$241,214 | -4.99% | |
| Lpl Financial Llc | 0.00% | 270,305 | $4,011,320 | $3,811,301 | -$200,020 | -4.99% | |
| Ubs Group Ag | 0.00% | 268,332 | $3,982,047 | $3,783,481 | -$198,566 | -4.99% | |
| J.W. Cole Advisors, Inc. | 0.07% | 264,202 | $3,920,760 | $3,725,248 | -$195,512 | -4.99% | |
| United Advisor Group, Llc | 0.40% | 253,669 | $3,764,448 | $3,576,733 | -$187,715 | -4.99% | |
| First Trust Advisors Lp | 0.00% | 170,485 | $2,529,997 | $2,403,839 | -$126,159 | -4.99% | |
| Blue Bell Private Wealth Management, Llc | 0.25% | 165,021 | $2,115,569 | $2,326,796 | +$211,227 | +9.98% | |
| Newedge Advisors, Llc | 0.01% | 125,161 | $1,857,385 | $1,764,770 | -$92,615 | -4.99% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 131,850 | $1,690,317 | $1,859,085 | +$168,768 | +9.98% | |
| Zimmer Partners, Lp | 0.04% | 107,700 | $1,598,268 | $1,518,570 | -$79,698 | -4.99% | |
| Kestra Advisory Services, Llc | 0.00% | 92,313 | $1,183,452 | $1,301,613 | +$118,161 | +9.98% | |
| Osaic Holdings, Inc. | 0.00% | 67,580 | $1,002,927 | $952,878 | -$50,049 | -4.99% | |
| Concorde Asset Management, Llc | 0.53% | 61,620 | $918,754 | $868,842 | -$49,912 | -5.43% | |
| Cetera Investment Advisers | 0.00% | 47,399 | $703,388 | $668,326 | -$35,062 | -4.98% | |
| Invesco Ltd. | 0.00% | 46,155 | $684,940 | $650,786 | -$34,155 | -4.99% | |
| Closed-End Fund Advisors, Inc. | 0.59% | 40,695 | $603,914 | $573,800 | -$30,115 | -4.99% | |
| Stifel Financial Corp | 0.00% | 40,431 | $599,987 | $570,077 | -$29,910 | -4.99% | |
| Chicago Partners Investment Group Llc | 0.01% | 40,821 | $556,799 | $575,576 | +$18,777 | +3.37% | |
| Evolve Private Wealth, Llc | 0.03% | 36,718 | $547,467 | $517,724 | -$29,743 | -5.43% | |
| Guggenheim Capital Llc | 0.00% | 34,621 | $513,776 | $488,156 | -$25,620 | -4.99% | |
| Wealth Advisors Of Tampa Bay, Llc | 0.15% | 32,000 | $474,880 | $451,200 | -$23,680 | -4.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,934 | $473,500 | $520,769 | +$47,269 | +9.98% | |
| Truist Financial Corp | 0.00% | 34,188 | $438,296 | $482,051 | +$43,755 | +9.98% | |
| Level Four Advisory Services, Llc | 0.01% | 29,068 | $431,378 | $409,859 | -$21,519 | -4.99% | |
| Nwam Llc | 0.02% | 28,678 | $425,582 | $404,360 | -$21,222 | -4.99% | |
| Cascade Investment Group, Inc. | 0.23% | 31,850 | $408,317 | $449,085 | +$40,768 | +9.98% | |
| Elm3 Financial Group, Llc | 0.26% | 30,243 | $387,721 | $426,426 | +$38,705 | +9.98% | |
| Moors & Cabot, Inc. | 0.02% | 26,000 | $385,840 | $366,600 | -$19,240 | -4.99% | |
| Janney Montgomery Scott Llc | 0.00% | 24,019 | $356,000 | $338,668 | -$17,332 | -4.87% | |
| Almitas Capital Llc | 0.08% | 22,565 | $334,865 | $318,167 | -$16,699 | -4.99% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 22,559 | $334,776 | $318,082 | -$16,694 | -4.99% | |
| Bank Of America Corp | 0.00% | 21,321 | $316,402 | $300,626 | -$15,776 | -4.99% | |
| Atlantic Union Bankshares Corp | 0.00% | 18,808 | $279,111 | $265,193 | -$13,918 | -4.99% | |
| Rfg Advisory, Llc | 0.00% | 17,388 | $258,038 | $245,171 | -$12,867 | -4.99% | |
| Capwealth Advisors, Llc | 0.02% | 18,999 | $243,567 | $267,886 | +$24,319 | +9.98% | |
| Quantedge Capital Pte Ltd | 0.18% | 16,400 | $243,376 | $231,240 | -$12,136 | -4.99% | |
| Xtx Topco Ltd | 0.00% | 15,553 | $230,807 | $219,297 | -$11,510 | -4.99% | |
| Trust Point Inc. | 0.02% | 16,000 | $205,120 | $225,600 | +$20,480 | +9.98% | |
| Catalina Capital Group, Llc | 0.12% | 13,732 | $198,290 | $193,621 | -$4,669 | -2.35% |
Frequently asked questions about DPG
Who are the largest institutional holders of DPG?
The largest institutional holders of DPG reported in the latest SEC Form 13F filings include Morgan Stanley, Wells Fargo & Company/Mn, Allspring Global Investments Holdings, Llc, Cohen & Steers, Inc., and Kanen Wealth Management Llc. InsiderSet ranks institutional holders by their latest reported DPG position.
What is DPG institutional ownership?
This page tracks DPG positions reported by institutional investment managers through SEC Form 13F. DUFF & PHELPS UTILITY & INC (DPG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DPG?
InsiderSet currently tracks 87 institutional managers reporting DPG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DPG shareholders.
How much DPG stock do institutions own?
Institutional investment managers disclosed approximately $161.05M in DPG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DPG institutional ownership last updated?
The latest DPG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DPG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DPG position after the reporting date.
Are institutions buying or selling DPG?
Institutional buying and selling can be analyzed by comparing DPG positions across consecutive 13F reporting periods. InsiderSet's DPG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DPG ownership changes.
How has DPG institutional ownership changed over time?
InsiderSet tracks DPG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.