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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Advisors Asset Management, Inc., Karpus Management, Inc., Cohen & Steers, Inc., Saba Capital Management, L.P., and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+38,434+2.8%1,391,795$20.10MQ1 2026Jul 08, 2026
Bank Of America CorpSell-9,146-29.9%21,483$310.21KQ1 2026May 18, 2026
Kanen Wealth Management LlcBuy+6,425+1.2%523,585$7.56MQ1 2026May 18, 2026
Newedge Advisors, LlcBuy+1,352+1.2%116,718$116.72KQ1 2026May 18, 2026
Advisors Asset Management, Inc.Buy+1,086,566—1,086,566$15.69MQ1 2026May 15, 2026
Cohen & Steers, Inc.Buy+186,007+52.7%538,869$7.78MQ1 2026May 15, 2026
Saba Capital Management, L.P.Buy+101,452+142.3%172,750$2.49MQ1 2026May 15, 2026
Morgan StanleySell-88,095-4.4%1,936,773$27.97MQ1 2026May 15, 2026
City Of London Investment Management Co LtdBuy+35,868—35,868$517.93KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+26,802+13.2%230,171$3.32MQ1 2026May 15, 2026
Zimmer Partners, LpBuy+24,500+29.4%107,700$1.56MQ1 2026May 15, 2026
Almitas Capital LlcBuy+22,565—22,565$325.84KQ1 2026May 15, 2026
Guggenheim Capital LlcSell-21,512-32.7%44,292$639.58KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+14,506—14,506$209.47KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+12,657—12,657$182.77KQ1 2026May 15, 2026
Xtx Topco LtdBuy+12,002—12,002$173.31KQ1 2026May 15, 2026
&PartnersBuy+10,278—10,278$148.38KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+723+1.3%56,628$817.74KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+287—287$4.14KQ1 2026May 15, 2026
Karpus Management, Inc.Buy+533,200—533,200$7.70MQ1 2026May 14, 2026
Cwm, LlcSell-3,480-27.7%9,077$131.07KQ1 2026May 14, 2026
Raymond James Financial IncBuy+3,179+0.8%424,702$6.13MQ1 2026May 14, 2026
Level Four Advisory Services, LlcBuy+2,147+8.3%28,017$404.58KQ1 2026May 14, 2026
First Trust Advisors LpBuy+28,092+25.8%137,092$1.98MQ1 2026May 13, 2026
Cetera Investment AdvisersSell-21,425-37.5%35,749$516.22KQ1 2026May 13, 2026
Hennion & Walsh Asset Management, Inc.Buy+13,550+18.5%86,836$1.25MQ1 2026May 13, 2026
Cascade Investment Group, Inc.Sell-900-2.6%33,750$487.35KQ1 2026May 13, 2026
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LlcSell-52-31.3%114$1.65KQ1 2026May 13, 2026
Thomas J. Herzfeld Advisors, Inc.Sell-77,980-16.6%391,497$5.65MQ1 2026May 12, 2026
Quantedge Capital Pte LtdBuy+22,400—22,400$323.46KQ1 2026May 12, 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.