DPG

Duff & Phelps Utility & INC

+$28.1M

Net Activity

Institutions Holding

85

Popularity Rank

#4818

Avg Weight

0.11%

Total Value

$164.1M

Ownership Trend

85 institutions currently hold DPG, with 44 net buyers and 28 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

28

Net Buying Institutions

44

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$28.0M
WF
Wells Fargo & Company/mn
$20.1M
AA
Advisors Asset Management, Inc.
$15.7M
AG
Allspring Global Investments Holdings, LLC
$9.0M
C&
Cohen & Steers, INC.
$7.8M

Top 5 by Conviction

KW
Kanen Wealth Management LLC
2.72%
TJ
Thomas J. Herzfeld Advisors, Inc.
1.92%
CF
Closed-End Fund Advisors, Inc.
0.61%
BI
Bulldog Investors, LLP
0.57%
UA
United Advisor Group, LLC
0.55%
View all 85 holding institutions

Quarterly Activity

Recent Activity

+$124.7M

Total Buy Value

$55.8M

Total Sell Value

New buy14
Trim21
Add30
Sold out7

44

Net Buyers

28

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding DUFF & PHELPS UTILITY & INC (DPG)?
Major stakeholders currently include Morgan Stanley ($28.0M), Wells Fargo & Company/mn ($20.1M), Advisors Asset Management, Inc. ($15.7M). Based on the latest 13F filings, there are a total of 85 tracked investment funds and institutions maintaining positions in DPG.
What is the overall institutional sentiment toward DPG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $28.1M, driven by 44 managers accumulating shares while 28 reduced their exposure.
Which institutions have been selling or reducing their DPG positions?
In the latest period, 21 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $55.8M.
Are there any notable investors adding DPG to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 30 existing holders added to their shares. The total reported buy value for the quarter amounted to $124.7M.

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