Duff & Phelps Utility & Inc (DPG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Allspring Global Investments Holdings, LLC

INCREASED

Shares867,309 from 806,496

Change+60,813 (+8%)

Value$11.1M (-$849.5K)

Filed 2026-11-04

J.W. Cole Advisors, Inc.

INCREASED

Shares266,576 from 264,202

Change+2,374 (+1%)

Value$3.4M (-$503.3K)

Filed 2026-11-05

United Advisor Group, LLC

DECREASED

Shares242,987 from 253,669

Change-10,682 (-4%)

Value$3.1M (-$649.4K)

Filed 2026-11-03

Blue Bell Private Wealth Management, LLC

INCREASED

Shares165,021 from 150,468

Change+14,553 (+10%)

Value$2.1M (-$117.4K)

Filed 2026-10-29

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares131,850 from 108,130

Change+23,720 (+22%)

Value$1.7M (+$85.7K)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares92,313 from 65,142

Change+27,171 (+42%)

Value$1.2M (+$216.7K)

Filed 2026-11-02

Closed-End Fund Advisors, Inc.

INCREASED

Shares42,554 from 40,695

Change+1,859 (+5%)

Value$545.5K (-$58.4K)

Filed 2026-11-04

Chicago Partners Investment Group LLC

INCREASED

Shares40,821 from 17,274

Change+23,547 (+136%)

Value$556.8K (+$298.7K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

INCREASED

Shares36,934 from 35,791

Change+1,143 (+3%)

Value$473.5K (-$57.6K)

Filed 2026-11-02

Truist Financial Corp

INCREASED

Shares34,188 from 31,869

Change+2,319 (+7%)

Value$438.3K (-$34.6K)

Filed 2026-10-30

Cascade Investment Group, Inc.

DECREASED

Shares31,850 from 33,750

Change-1,900 (-6%)

Value$408.3K (-$92.5K)

Filed 2026-10-13

Wedbush Securities Inc

INCREASED

Shares30,286 from 29,851

Change+435 (+1%)

Value$388.0K (-$55.0K)

Filed 2026-10-22

Elm3 Financial Group, LLC

DECREASED

Shares30,243 from 31,799

Change-1,556 (-5%)

Value$387.7K (-$84.2K)

Filed 2026-10-07

Level Four Advisory Services, LLC

INCREASED

Shares29,694 from 29,068

Change+626 (+2%)

Value$380.7K (-$50.7K)

Filed 2026-11-06

CapWealth Advisors, LLC

NEW

Shares18,999

Change+18,999

Value$243.6K

Filed 2026-10-05

RFG Advisory, LLC

UNCHANGED

Shares17,388 from 17,388

Change0 (0%)

Value$222.9K (-$35.1K)

Filed 2026-11-03

Trust Point Inc.

NEW

Shares16,000

Change+16,000

Value$205.1K

Filed 2026-10-27

B. Riley Wealth Advisors, Inc.

INCREASED

Shares12,953 from 12,948

Change+5 (+0%)

Value$166.1K (-$24.9K)

Filed 2026-10-13

Oppenheimer & Co Inc

NEW

Shares12,306

Change+12,306

Value$157.8K

Filed 2026-10-26

Investment Management Trust, LLC

INCREASED

Shares12,128 from 11,945

Change+183 (+2%)

Value$155.5K (-$21.8K)

Filed 2026-11-05

Decision Investments, Inc

UNCHANGED

Shares11,650 from 11,650

Change0 (0%)

Value$149.4K (-$23.5K)

Filed 2026-10-07

Focus Financial Network, Inc.

DECREASED

Shares10,661 from 11,351

Change-690 (-6%)

Value$136.7K (-$31.8K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

DECREASED

Shares6,867 from 8,308

Change-1,441 (-17%)

Value$88.0K (-$35.3K)

Filed 2026-11-06

Mather Group, Llc.

UNCHANGED

Shares4,169 from 4,169

Change0 (0%)

Value$53.4K (-$8.4K)

Filed 2026-10-14

Hilton Head Capital Partners, LLC

UNCHANGED

Shares3,384 from 3,384

Change0 (0%)

Value$43.4K (-$6.8K)

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares3,323 from 3,541

Change-218 (-6%)

Value$42.6K (-$9.9K)

Filed 2026-10-08

CoreCap Advisors, LLC

UNCHANGED

Shares2,600 from 2,600

Change0 (0%)

Value$33.3K (-$5.3K)

Filed 2026-10-08

Lanark Financial, Inc.

INCREASED

Shares2,500 from 1,500

Change+1,000 (+67%)

Value$32.1K (+$9.8K)

Filed 2026-10-26

Fifth Third Bancorp

UNCHANGED

Shares2,171 from 2,171

Change0 (0%)

Value$27.8K (-$4.4K)

Filed 2026-11-05

Central Trust Co

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$25.6K (-$4.0K)

Filed 2026-11-05

GS Investments, Inc.

DECREASED

Shares1,500 from 2,000

Change-500 (-25%)

Value$19.2K (-$10.5K)

Filed 2026-11-05

Assetmark, Inc

UNCHANGED

Shares1,453 from 1,453

Change0 (0%)

Value$18.6K (-$2.9K)

Filed 2026-10-21

Cape Investment Advisory, Inc.

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$5.1K (-$808)

Filed 2026-10-13

Harbor Investment Advisory, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$5.1K (-$808)

Filed 2026-10-13

Key FInancial Inc

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$679 (-$108)

Filed 2026-11-02

Citigroup Inc

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$13 (-$2)

Filed 2026-11-04

Golden State Wealth Management, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$13 (-$2)

Filed 2026-11-02

Key Capital Management, Inc

CLOSED

Shares0 from 15

Change-15 (-100%)

Value$0 (-$223)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 1,962,951

Change-1,962,951 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,429,475

Change-1,429,475 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 1,043,485

Change-1,043,485 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 656,309

Change-656,309 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 598,869

Change-598,869 (-100%)

Value—

Kanen Wealth Management LLCA

N/A

Shares— from 519,540

Change-519,540 (-100%)

Value—

Karpus Management, Inc.

N/A

Shares— from 481,585

Change-481,585 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 424,166

Change-424,166 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 360,644

Change-360,644 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 335,662

Change-335,662 (-100%)

Value—

Bulldog Investors, LLPA

N/A

Shares— from 327,384

Change-327,384 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 325,964

Change-325,964 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 270,305

Change-270,305 (-100%)

Value—

UBS Group AG

N/A

Shares— from 268,332

Change-268,332 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 170,485

Change-170,485 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 125,161

Change-125,161 (-100%)

Value—

Zimmer Partners, LP

N/A

Shares— from 107,700

Change-107,700 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 67,580

Change-67,580 (-100%)

Value—

Concorde Asset Management, LLC

N/A

Shares— from 61,620

Change-61,620 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 47,399

Change-47,399 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 46,155

Change-46,155 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 40,431

Change-40,431 (-100%)

Value—

Evolve Private Wealth, LLC

N/A

Shares— from 36,718

Change-36,718 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 34,621

Change-34,621 (-100%)

Value—

Wealth Advisors of Tampa Bay, LLC

N/A

Shares— from 32,000

Change-32,000 (-100%)

Value—

Nwam LLC

N/A

Shares— from 28,678

Change-28,678 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 26,000

Change-26,000 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 24,019

Change-24,019 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 23,489

Change-23,489 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 22,565

Change-22,565 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 22,559

Change-22,559 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 21,321

Change-21,321 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 18,808

Change-18,808 (-100%)

Value—

Quantedge Capital Pte Ltd

N/A

Shares— from 16,400

Change-16,400 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 15,553

Change-15,553 (-100%)

Value—

&partners

N/A

Shares— from 12,592

Change-12,592 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 10,915

Change-10,915 (-100%)

Value—

CSS LLC

N/A

Shares— from 10,262

Change-10,262 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 10,058

Change-10,058 (-100%)

Value—

NorthCoast Asset Management LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,042

Change-6,042 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 3,060

Change-3,060 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,250

Change-1,250 (-100%)

Value—

Security National Bank of Sioux City Iowa

N/A

Shares— from 1,080

Change-1,080 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 750

Change-750 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 700

Change-700 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 400

Change-400 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 114

Change-114 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 88

Change-88 (-100%)

Value—

	Status
Allspring Global Investments Holdings, LLC	INCREASED	867,309	806,496	+60,813	+8%	$12.0M	$11.1M	-$849.5K	2026-11-04
J.W. Cole Advisors, Inc.	INCREASED	266,576	264,202	+2,374	+1%	$3.9M	$3.4M	-$503.3K	2026-11-05
United Advisor Group, LLC	DECREASED	242,987	253,669	-10,682	-4%	$3.8M	$3.1M	-$649.4K	2026-11-03
Blue Bell Private Wealth Management, LLC	INCREASED	165,021	150,468	+14,553	+10%	$2.2M	$2.1M	-$117.4K	2026-10-29
Hennion & Walsh Asset Management, Inc.	INCREASED	131,850	108,130	+23,720	+22%	$1.6M	$1.7M	+$85.7K	2026-10-13
Kestra Advisory Services, LLC	INCREASED	92,313	65,142	+27,171	+42%	$966.7K	$1.2M	+$216.7K	2026-11-02
Closed-End Fund Advisors, Inc.	INCREASED	42,554	40,695	+1,859	+5%	$603.9K	$545.5K	-$58.4K	2026-11-04
Chicago Partners Investment Group LLC	INCREASED	40,821	17,274	+23,547	+136%	$258.1K	$556.8K	+$298.7K	2026-10-27
Commonwealth Equity Services, LLC	INCREASED	36,934	35,791	+1,143	+3%	$531.1K	$473.5K	-$57.6K	2026-11-02
Truist Financial Corp	INCREASED	34,188	31,869	+2,319	+7%	$472.9K	$438.3K	-$34.6K	2026-10-30
Cascade Investment Group, Inc.	DECREASED	31,850	33,750	-1,900	-6%	$500.9K	$408.3K	-$92.5K	2026-10-13
Wedbush Securities Inc	INCREASED	30,286	29,851	+435	+1%	$443.0K	$388.0K	-$55.0K	2026-10-22
Elm3 Financial Group, LLC	DECREASED	30,243	31,799	-1,556	-5%	$471.9K	$387.7K	-$84.2K	2026-10-07
Level Four Advisory Services, LLC	INCREASED	29,694	29,068	+626	+2%	$431.4K	$380.7K	-$50.7K	2026-11-06
CapWealth Advisors, LLC	NEW	18,999	—	+18,999	—	—	$243.6K	—	2026-10-05
RFG Advisory, LLC	UNCHANGED	17,388	17,388	0	0%	$258.0K	$222.9K	-$35.1K	2026-11-03
Trust Point Inc.	NEW	16,000	—	+16,000	—	—	$205.1K	—	2026-10-27
B. Riley Wealth Advisors, Inc.	INCREASED	12,953	12,948	+5	+0%	$191.0K	$166.1K	-$24.9K	2026-10-13
Oppenheimer & Co Inc	NEW	12,306	—	+12,306	—	—	$157.8K	—	2026-10-26
Investment Management Trust, LLC	INCREASED	12,128	11,945	+183	+2%	$177.3K	$155.5K	-$21.8K	2026-11-05
Decision Investments, Inc	UNCHANGED	11,650	11,650	0	0%	$172.9K	$149.4K	-$23.5K	2026-10-07
Focus Financial Network, Inc.	DECREASED	10,661	11,351	-690	-6%	$168.4K	$136.7K	-$31.8K	2026-10-14
PNC Financial Services Group, Inc.	DECREASED	6,867	8,308	-1,441	-17%	$123.3K	$88.0K	-$35.3K	2026-11-06
Mather Group, Llc.	UNCHANGED	4,169	4,169	0	0%	$61.9K	$53.4K	-$8.4K	2026-10-14
Hilton Head Capital Partners, LLC	UNCHANGED	3,384	3,384	0	0%	$50.2K	$43.4K	-$6.8K	2026-10-23
Farther Finance Advisors, LLC	DECREASED	3,323	3,541	-218	-6%	$52.5K	$42.6K	-$9.9K	2026-10-08
CoreCap Advisors, LLC	UNCHANGED	2,600	2,600	0	0%	$38.6K	$33.3K	-$5.3K	2026-10-08
Lanark Financial, Inc.	INCREASED	2,500	1,500	+1,000	+67%	$22.3K	$32.1K	+$9.8K	2026-10-26
Fifth Third Bancorp	UNCHANGED	2,171	2,171	0	0%	$32.2K	$27.8K	-$4.4K	2026-11-05
Central Trust Co	UNCHANGED	2,000	2,000	0	0%	$29.7K	$25.6K	-$4.0K	2026-11-05
GS Investments, Inc.	DECREASED	1,500	2,000	-500	-25%	$29.7K	$19.2K	-$10.5K	2026-11-05
Assetmark, Inc	UNCHANGED	1,453	1,453	0	0%	$21.6K	$18.6K	-$2.9K	2026-10-21
Cape Investment Advisory, Inc.	UNCHANGED	400	400	0	0%	$5.9K	$5.1K	-$808	2026-10-13
Harbor Investment Advisory, LLC	UNCHANGED	400	400	0	0%	$5.9K	$5.1K	-$808	2026-10-13
Key FInancial Inc	UNCHANGED	53	53	0	0%	$787	$679	-$108	2026-11-02
Citigroup Inc	UNCHANGED	1	1	0	0%	$15	$13	-$2	2026-11-04
Golden State Wealth Management, LLC	UNCHANGED	1	1	0	0%	$15	$13	-$2	2026-11-02
Key Capital Management, Inc	CLOSED	0	15	-15	-100%	$223	$0	-$223	2026-11-03
Morgan Stanley	N/A	—	1,962,951	-1,962,951	-100%	$29.1M	—	—	—
Wells Fargo & Company	N/A	—	1,429,475	-1,429,475	-100%	$21.2M	—	—	—
Advisors Asset Management, Inc.	N/A	—	1,043,485	-1,043,485	-100%	$15.5M	—	—	—
Pathstone Holdings, LLC	N/A	—	656,309	-656,309	-100%	$9.7M	—	—	—
Cohen & Steers, Inc.	N/A	—	598,869	-598,869	-100%	$8.9M	—	—	—
Kanen Wealth Management LLCA	N/A	—	519,540	-519,540	-100%	$7.7M	—	—	—
Karpus Management, Inc.	N/A	—	481,585	-481,585	-100%	$7.1M	—	—	—
Raymond James Financial Inc	N/A	—	424,166	-424,166	-100%	$6.3M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	360,644	-360,644	-100%	$5.4M	—	—	—
Royal Bank of Canada	N/A	—	335,662	-335,662	-100%	$5.0M	—	—	—
Bulldog Investors, LLPA	N/A	—	327,384	-327,384	-100%	$4.9M	—	—	—
Saba Capital Management, L.P.A	N/A	—	325,964	-325,964	-100%	$4.8M	—	—	—
LPL Financial LLC	N/A	—	270,305	-270,305	-100%	$4.0M	—	—	—
UBS Group AG	N/A	—	268,332	-268,332	-100%	$4.0M	—	—	—
First Trust Advisors LP	N/A	—	170,485	-170,485	-100%	$2.5M	—	—	—
NewEdge Advisors, LLC	N/A	—	125,161	-125,161	-100%	$1.9M	—	—	—
Zimmer Partners, LP	N/A	—	107,700	-107,700	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	67,580	-67,580	-100%	$1.0M	—	—	—
Concorde Asset Management, LLC	N/A	—	61,620	-61,620	-100%	$918.8K	—	—	—
Cetera Investment Advisers	N/A	—	47,399	-47,399	-100%	$703.4K	—	—	—
Invesco Ltd.	N/A	—	46,155	-46,155	-100%	$684.9K	—	—	—
Stifel Financial Corp	N/A	—	40,431	-40,431	-100%	$600.0K	—	—	—
Evolve Private Wealth, LLC	N/A	—	36,718	-36,718	-100%	$547.5K	—	—	—
Guggenheim Capital LLC	N/A	—	34,621	-34,621	-100%	$513.8K	—	—	—
Wealth Advisors of Tampa Bay, LLC	N/A	—	32,000	-32,000	-100%	$474.9K	—	—	—
Nwam LLC	N/A	—	28,678	-28,678	-100%	$425.6K	—	—	—
Moors & Cabot, Inc.	N/A	—	26,000	-26,000	-100%	$385.8K	—	—	—
Janney Montgomery Scott LLC	N/A	—	24,019	-24,019	-100%	$356.0K	—	—	—
HighTower Advisors, LLC	N/A	—	23,489	-23,489	-100%	$348.6K	—	—	—
Almitas Capital LLC	N/A	—	22,565	-22,565	-100%	$334.9K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	22,559	-22,559	-100%	$334.8K	—	—	—
Bank of America Corp	N/A	—	21,321	-21,321	-100%	$316.4K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	18,808	-18,808	-100%	$279.1K	—	—	—
Quantedge Capital Pte Ltd	N/A	—	16,400	-16,400	-100%	$243.4K	—	—	—
XTX Topco Ltd	N/A	—	15,553	-15,553	-100%	$230.8K	—	—	—
&partners	N/A	—	12,592	-12,592	-100%	$186.9K	—	—	—
PFG Investments, LLC	N/A	—	10,915	-10,915	-100%	$162.0K	—	—	—
CSS LLC	N/A	—	10,262	-10,262	-100%	$152.3K	—	—	—
Smith, Moore & Co.	N/A	—	10,058	-10,058	-100%	$149.3K	—	—	—
NorthCoast Asset Management LLC	N/A	—	10,000	-10,000	-100%	$148.4K	—	—	—
Arax Advisory Partners	N/A	—	6,042	-6,042	-100%	$89.7K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	4,000	-4,000	-100%	$59.4K	—	—	—
Hollencrest Capital Management	N/A	—	3,060	-3,060	-100%	$45.4K	—	—	—
Allworth Financial LP	N/A	—	1,250	-1,250	-100%	$18.6K	—	—	—
Security National Bank of Sioux City Iowa	N/A	—	1,080	-1,080	-100%	$16.0K	—	—	—
BFC Planning, Inc.	N/A	—	750	-750	-100%	$11.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	700	-700	-100%	$10.4K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	400	-400	-100%	$5.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	114	-114	-100%	$1.7K	—	—	—
Harbour Investments, Inc.	N/A	—	88	-88	-100%	$1.3K	—	—	—

Showing 88 of 88 institutions