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Duff & Phelps Utility & Inc (DPG)

CUSIP: 26433C105 | US | Financial Services · Asset Management | Small Cap | 348 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC867,309
0.0% of portfolio›$11.1M
J.W. Cole Advisors, Inc.266,576
0.1% of portfolio›$3.4M
United Advisor Group, LLC242,987
0.3% of portfolio›$3.1M
Blue Bell Private Wealth Management, LLC165,021
0.3% of portfolio›$2.1M
Hennion & Walsh Asset Management, Inc.131,850
0.0% of portfolio›$1.7M
Kestra Advisory Services, LLC92,313
0.0% of portfolio›$1.2M
Closed-End Fund Advisors, Inc.42,554
0.6% of portfolio›$545.5K
Chicago Partners Investment Group LLC40,821
0.0% of portfolio›$556.8K
Commonwealth Equity Services, LLC36,934
0.0% of portfolio›$473.5K
Truist Financial Corp34,188
0.0% of portfolio›$438.3K
Cascade Investment Group, Inc.31,850
0.2% of portfolio›$408.3K
Wedbush Securities Inc30,286
0.0% of portfolio›$388.0K
Elm3 Financial Group, LLC30,243
0.3% of portfolio›$387.7K
CapWealth Advisors, LLC18,999
0.0% of portfolio›$243.6K
RFG Advisory, LLC17,388
0.0% of portfolio›$222.9K
Trust Point Inc.16,000
0.0% of portfolio›$205.1K
B. Riley Wealth Advisors, Inc.12,953
0.0% of portfolio›$166.1K
Oppenheimer & Co Inc12,306
0.0% of portfolio›$157.8K
Investment Management Trust, LLC12,128
0.1% of portfolio›$155.5K
Decision Investments, Inc11,650
0.1% of portfolio›$149.4K
Focus Financial Network, Inc.10,661
0.0% of portfolio›$136.7K
Mather Group, Llc.4,169
0.0% of portfolio›$53.4K
Hilton Head Capital Partners, LLC3,384
0.0% of portfolio›$43.4K
Farther Finance Advisors, LLC3,323
0.0% of portfolio›$42.6K
CoreCap Advisors, LLC2,600
0.0% of portfolio›$33.3K
Lanark Financial, Inc.2,500
0.0% of portfolio›$32.1K
Fifth Third Bancorp2,171
0.0% of portfolio›$27.8K
Central Trust Co2,000
0.0% of portfolio›$25.6K
GS Investments, Inc.1,500
0.0% of portfolio›$19.2K
Assetmark, Inc1,453
0.0% of portfolio›$18.6K
Harbor Investment Advisory, LLC400
0.0% of portfolio›$5.1K
Cape Investment Advisory, Inc.400
0.0% of portfolio›$5.1K
Key FInancial Inc53
0.0% of portfolio›$679
Citigroup Inc1
0.0% of portfolio›$13
Golden State Wealth Management, LLC1
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
867,309$11.1M0.0%CoreMediumCharlotte, NC2026-11-04
J.W. Cole Advisors, Inc.
266,576$3.4M0.1%IndexLowTampa, FL2026-11-05
United Advisor Group, LLC
242,987$3.1M0.3%ETFLowCincinnati, OH2026-11-03
Blue Bell Private Wealth Management, LLC
165,021$2.1M0.3%YieldVery LowBlue Bell, PA2026-10-29
Hennion & Walsh Asset Management, Inc.
131,850$1.7M0.0%ValueMediumParsippany, NJ2026-10-13
Kestra Advisory Services, LLC
92,313$1.2M0.0%CoreLowAustin, TX2026-11-02
Closed-End Fund Advisors, Inc.
42,554$545.5K0.6%YieldMediumRichmond, VA2026-11-04
Chicago Partners Investment Group LLC
40,821$556.8K0.0%GARPLowChicago, IL2026-10-27
Commonwealth Equity Services, LLC
36,934$473.5K0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
34,188$438.3K0.0%CoreLowCharlotte, NC2026-10-30
Cascade Investment Group, Inc.
31,850$408.3K0.2%CoreLowColorado Springs, CO2026-10-13
Wedbush Securities Inc
30,286$388.0K0.0%CoreLowPasadena, CA2026-10-22
Elm3 Financial Group, LLC
30,243$387.7K0.3%GrowthMediumAlpharetta, GA2026-10-07
CapWealth Advisors, LLC
18,999$243.6K0.0%CoreLowFranklin, TN2026-10-05
RFG Advisory, LLC
17,388$222.9K0.0%ETFMediumBirmingham, AL2026-11-03
Trust Point Inc.
16,000$205.1K0.0%CoreMediumLa Crosse, WI2026-10-27
B. Riley Wealth Advisors, Inc.
12,953$166.1K0.0%GrowthLowMemphis, TN2026-10-13
Oppenheimer & Co Inc
12,306$157.8K0.0%CoreLowNew York, NY2026-10-26
Investment Management Trust, LLC
12,128$155.5K0.1%GrowthN/AFitchburg, MA2026-11-05
Decision Investments, Inc
11,650$149.4K0.1%GrowthLowSan Diego, CA2026-10-07
Focus Financial Network, Inc.
10,661$136.7K0.0%ETFLowMinneapolis, MN2026-10-14
Mather Group, Llc.
4,169$53.4K0.0%ETFMediumChicago, IL2026-10-14
Hilton Head Capital Partners, LLC
3,384$43.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
Farther Finance Advisors, LLC
3,323$42.6K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
2,600$33.3K0.0%ETFMediumSouthfield, MI2026-10-08
Lanark Financial, Inc.
2,500$32.1K0.0%CoreMediumBirmingham, AL2026-10-26
Fifth Third Bancorp
2,171$27.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Central Trust Co
2,000$25.6K0.0%CoreLowJefferson City, MO2026-11-05
GS Investments, Inc.
1,500$19.2K0.0%CoreVery LowEagan, MN2026-11-05
Assetmark, Inc
1,453$18.6K0.0%ETFLowConcord, CA2026-10-21
Harbor Investment Advisory, LLC
400$5.1K0.0%GrowthLowLutherville, MD2026-10-13
Cape Investment Advisory, Inc.
400$5.1K0.0%ETFLowMcdonough, GA2026-10-13
Key FInancial Inc
53$6790.0%ETFLowWest Chester, PA2026-11-02
Citigroup Inc
1$130.0%CoreMediumNew York, NY2026-11-04
Golden State Wealth Management, LLC
1$130.0%ETFMediumSanta Ana, CA2026-11-02