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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +38,434 | +2.8% | 1,391,795 | $20.10M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Sell | -9,146 | -29.9% | 21,483 | $310.21K | Q1 2026 | May 18, 2026 |
| Kanen Wealth Management Llc | Buy | +6,425 | +1.2% | 523,585 | $7.56M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +1,352 | +1.2% | 116,718 | $116.72K | Q1 2026 | May 18, 2026 |
| Advisors Asset Management, Inc. | Buy | +1,086,566 | — | 1,086,566 | $15.69M | Q1 2026 | May 15, 2026 |
| Cohen & Steers, Inc. | Buy | +186,007 | +52.7% | 538,869 | $7.78M | Q1 2026 | May 15, 2026 |
| Saba Capital Management, L.P. | Buy | +101,452 | +142.3% | 172,750 | $2.49M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -88,095 | -4.4% | 1,936,773 | $27.97M | Q1 2026 | May 15, 2026 |
| City Of London Investment Management Co Ltd | Buy | +35,868 | — | 35,868 | $517.93K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +26,802 | +13.2% | 230,171 | $3.32M | Q1 2026 | May 15, 2026 |
| Zimmer Partners, Lp | Buy | +24,500 | +29.4% | 107,700 | $1.56M | Q1 2026 | May 15, 2026 |
| Almitas Capital Llc | Buy | +22,565 | — | 22,565 | $325.84K | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Sell | -21,512 | -32.7% | 44,292 | $639.58K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +14,506 | — | 14,506 | $209.47K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +12,657 | — | 12,657 | $182.77K | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Buy | +12,002 | — | 12,002 | $173.31K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +10,278 | — | 10,278 | $148.38K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +723 | +1.3% | 56,628 | $817.74K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +287 | — | 287 | $4.14K | Q1 2026 | May 15, 2026 |
| Karpus Management, Inc. | Buy | +533,200 | — | 533,200 | $7.70M | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Sell | -3,480 | -27.7% | 9,077 | $131.07K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +3,179 | +0.8% | 424,702 | $6.13M | Q1 2026 | May 14, 2026 |
| Level Four Advisory Services, Llc | Buy | +2,147 | +8.3% | 28,017 | $404.58K | Q1 2026 | May 14, 2026 |
| First Trust Advisors Lp | Buy | +28,092 | +25.8% | 137,092 | $1.98M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Sell | -21,425 | -37.5% | 35,749 | $516.22K | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | Buy | +13,550 | +18.5% | 86,836 | $1.25M | Q1 2026 | May 13, 2026 |
| Cascade Investment Group, Inc. | Sell | -900 | -2.6% | 33,750 | $487.35K | Q1 2026 | May 13, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Sell | -52 | -31.3% | 114 | $1.65K | Q1 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Sell | -77,980 | -16.6% | 391,497 | $5.65M | Q1 2026 | May 12, 2026 |
| Quantedge Capital Pte Ltd | Buy | +22,400 | — | 22,400 | $323.46K | Q1 2026 | May 12, 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.
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