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Duff & Phelps Utility and Infrastructure Fund (DPG) Institutional Ownership

Duff & Phelps Utility and Infrastructure Fund logo
$12.94 -0.08 (-0.58%)
Closing price 10/8/2026 03:59 PM Eastern
Extended Trading
$12.90 -0.04 (-0.31%)
As of 10/8/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Duff & Phelps Utility and Infrastructure Fund (NYSE:DPG)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$27.17M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$4.92M
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DPG Institutional Buying and Selling by Quarter

Duff & Phelps Utility and Infrastructure Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2026Elm3 Financial Group LLC30,243$388K0.3%-4.9%0.000%
10/5/2026CapWealth Advisors LLC18,999$244K0.0%N/A0.000%
9/9/2026Concorde Asset Management LLC61,620$919K0.5%+7.3%0.000%
9/9/2026Integrated Wealth Concepts LLC12,137$180K0.0%N/A0.000%
9/9/2026RFG Advisory LLC17,388$258K0.0%-16.8%0.000%
9/9/2026NewEdge Advisors LLC125,161$1.86M0.0%+7.2%0.000%
8/26/2026HighTower Advisors LLC23,489$349K0.0%-29.5%0.000%
8/20/2026Nwam LLC28,678$426K0.0%-19.7%0.000%
8/20/2026Wedbush Securities Inc.29,851$443K0.0%+36.1%0.000%
7/9/2026Hennion & Walsh Asset Management Inc.108,130$1.61M0.0%+24.5%0.000%
6/3/2026NewEdge Advisors LLC116,718$1.69M0.0%+1.2%0.000%
5/19/2026NewEdge Advisors LLC116,718$1.69M0.0%+1.2%0.000%
5/19/2026Bank of America Corp DE21,483$310K0.0%-29.9%0.000%
5/18/2026Kanen Wealth Management LLC523,585$7.56M2.7%+1.2%0.000%
5/18/2026Royal Bank of Canada230,171$3.32M0.0%+13.2%0.000%
5/16/2026Saba Capital Management L.P.172,750$2.50M0.1%+142.3%0.000%
5/13/2026Cetera Investment Advisers35,749$516K0.0%-37.5%0.000%
5/13/2026First Trust Advisors LP137,092$1.98M0.0%+25.8%0.000%
5/12/2026Quantedge Capital Pte Ltd22,400$323K0.2%N/A0.000%
5/8/2026PNC Financial Services Group Inc.8,787$127K0.0%-52.0%0.000%
5/8/2026Bulldog Investors LLP176,130$2.54M0.6%N/A0.000%
5/6/2026Allspring Global Investments Holdings LLC624,733$9.02M0.0%+25.3%0.000%
5/5/2026Nwam LLC35,712$516K0.0%+30.9%0.000%
5/1/2026Fifth Third Bancorp2,171$31K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC80,876$1.17M0.0%+31.4%0.000%
4/27/2026PFG Investments LLC10,233$148K0.0%N/A0.000%
4/23/2026Catalina Capital Group LLC13,732$198K0.1%+5.5%0.000%
4/18/2026CENTRAL TRUST Co2,000$29K0.0%N/A0.000%
4/16/2026Evolve Private Wealth LLC11,605$168K0.0%N/A0.000%
2/19/2026Invesco Ltd.50,427$641K0.0%+4.2%0.000%
2/18/2026Kanen Wealth Management LLC517,160$6.61M2.0%+2.2%0.000%
2/18/2026NewEdge Advisors LLC115,366$1.47M0.0%+3.8%0.000%
2/18/2026Zimmer Partners LP83,200$1.06M0.0%+197.1%0.000%
2/18/2026Saba Capital Management L.P.71,298$906K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC65,804$836K0.0%+2.4%0.000%
2/17/2026AQR Capital Management LLC12,557$160K0.0%-13.4%0.000%
2/17/2026Cetera Investment Advisers57,174$727K0.0%+7.3%0.000%
2/17/2026Osaic Holdings Inc.55,905$711K0.0%-13.8%0.000%
2/17/2026Royal Bank of Canada203,369$2.59M0.0%+13.5%0.000%
2/13/2026Kestra Advisory Services LLC61,545$782K0.0%+9.0%0.000%
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2/13/2026Thomas J. Herzfeld Advisors Inc.469,477$5.97M2.0%+11.5%0.000%
2/13/2026Stifel Financial Corp18,606$236K0.0%N/A0.000%
2/13/2026First Trust Advisors LP109,000$1.39M0.0%+3.9%0.000%
2/13/2026Integrated Wealth Concepts LLC20,662$263K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN1,353,361$17.20M0.0%+1.0%0.000%
2/13/2026Cohen & Steers Inc.352,862$4.49M0.0%+19.7%0.000%
2/13/2026Concorde Asset Management LLC57,520$731K0.3%+21.6%0.000%
2/12/2026Advisors Asset Management Inc.1,079,379$13.72M0.2%+6.2%0.000%
2/12/2026Wedbush Securities Inc.27,460$349K0.0%+10.5%0.000%
2/11/2026Janney Montgomery Scott LLC24,491$311K0.0%+12.5%0.000%
2/11/2026LPL Financial LLC355,576$4.52M0.0%+3.0%0.000%
2/11/2026Hilton Head Capital Partners LLC3,584$46K0.0%N/A0.000%
2/11/2026Closed End Fund Advisors Inc.40,553$515K0.3%N/A0.000%
2/11/2026J.W. Cole Advisors Inc.283,601$3.61M0.1%+3.0%0.000%
2/9/2026Blue Bell Private Wealth Management LLC76,265$969K0.1%+22.7%0.000%
2/6/2026Prevail Innovative Wealth Advisors LLC167,434$2.13M0.4%+4.6%0.000%
2/6/2026HighTower Advisors LLC23,489$299K0.0%+100.1%0.000%
2/4/2026Atlantic Union Bankshares Corp16,118$205K0.0%+11.2%0.000%
2/3/2026RFG Advisory LLC20,888$265K0.0%-8.3%0.000%
2/2/2026Wolverine Asset Management LLC29,538$375K0.0%+59.0%0.000%
2/2/2026Truist Financial Corp31,589$401K0.0%+13.8%0.000%
1/29/2026UBS Group AG270,433$3.44M0.0%-6.4%0.000%
1/26/2026United Advisor Group LLC336,702$4.28M0.5%-4.7%0.000%
1/26/2026CWM LLC12,557$160K0.0%-13.4%0.000%
1/22/2026Cascade Investment Group Inc.34,650$440K0.3%+5.5%0.000%
1/22/2026Elm3 Financial Group LLC33,055$420K0.3%-21.4%0.000%
1/15/2026Allspring Global Investments Holdings LLC498,756$6.34M0.0%+12.7%0.000%
1/14/2026Hennion & Walsh Asset Management Inc.73,286$931K0.0%+133.4%0.000%
11/17/2025NewEdge Advisors LLC111,171$1.44M0.0%N/A0.000%
11/17/2025Zimmer Partners LP28,000$361K0.0%N/A0.000%
11/17/2025Susquehanna International Group LLP18,170$235K0.0%+68.9%0.000%
11/17/2025Bank of America Corp DE30,813$398K0.0%-43.9%0.000%
11/14/2025Kanen Wealth Management LLC506,268$6.56M2.2%+0.7%0.000%
11/14/2025Raymond James Financial Inc.415,775$5.37M0.0%-18.9%0.000%
11/13/2025Pathstone Holdings LLC210,109$2.71M0.0%+148.9%0.000%
11/13/2025UBS Group AG288,882$3.73M0.0%-25.4%0.000%
11/13/2025Prevail Innovative Wealth Advisors LLC160,094$2.07M0.4%+22.7%0.000%
11/13/2025First Trust Advisors LP104,901$1.35M0.0%+46.7%0.000%
11/12/2025Consolidated Portfolio Review Corp167,424$2.16M0.3%-7.0%0.000%
11/7/2025Readystate Asset Management LP20,107$260K0.0%-30.3%0.000%
11/6/2025GS Investments Inc.2,000$26K0.0%N/A0.000%
11/6/2025Wedbush Securities Inc.24,856$321K0.0%+3.8%0.000%
11/6/2025Advisors Asset Management Inc.1,016,545$13.12M0.2%+50.7%0.000%
11/6/2025RFG Advisory LLC22,788$294K0.0%-9.2%0.000%
11/5/2025J.W. Cole Advisors Inc.275,300$3.55M0.1%+4.4%0.000%
11/5/2025Envestnet Asset Management Inc.32,655$422K0.0%-16.1%0.000%
11/4/2025Atlantic Union Bankshares Corp14,500$187K0.0%N/A0.000%
11/3/2025Truist Financial Corp27,757$358K0.0%+13.4%0.000%
10/29/2025Cascade Investment Group Inc.32,850$424K0.3%+6.5%0.000%
10/28/2025Nwam LLC27,009$358K0.0%+26.9%0.000%
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10/28/2025Wolverine Asset Management LLC18,579$240K0.0%N/A0.000%
10/22/2025Hennion & Walsh Asset Management Inc.31,400$405K0.0%N/A0.000%
10/22/2025Blue Bell Private Wealth Management LLC62,151$802K0.1%+46.8%0.000%
10/21/2025Elm3 Financial Group LLC42,058$543K0.4%-3.4%0.000%
10/20/2025Allspring Global Investments Holdings LLC442,651$5.72M0.0%+0.3%0.000%
10/10/2025Focus Financial Network Inc.12,101$156K0.0%-18.4%0.000%
9/4/2025Osaic Holdings Inc.65,163$809K0.0%-1.7%0.000%
8/19/2025B. Riley Wealth Advisors Inc.10,360$129K0.0%N/A0.000%
8/15/2025Prevail Innovative Wealth Advisors LLC130,451$1.62M0.4%+11.0%0.000%
8/15/2025Bank of America Corp DE54,935$682K0.0%+23.7%0.000%


DPG Institutional Ownership - Frequently Asked Questions

During the previous two years, 80 institutional investors and hedge funds held shares of Duff & Phelps Utility and Infrastructure Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($17.20M), Advisors Asset Management Inc. ($13.72M), Karpus Management Inc. ($12.05M), Allspring Global Investments Holdings LLC ($9.02M), Kanen Wealth Management LLC ($7.56M), Thomas J. Herzfeld Advisors Inc. ($5.97M), and Raymond James Financial Inc. ($5.37M).Learn more on Duff & Phelps Utility and Infrastructure Fund's institutional investors.

Of the 70 institutional investors that purchased Duff & Phelps Utility and Infrastructure Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.03M), Advisors Asset Management Inc. ($958.72K), Kanen Wealth Management LLC ($606.15K), J.W. Cole Advisors Inc. ($378.83K), Thomas J. Herzfeld Advisors Inc. ($366.80K), Wells Fargo & Company MN ($360.08K), and Allspring Global Investments Holdings LLC ($196.32K).

Institutional investors have bought a total of 2,040,989 shares in the last 24 months. This purchase volume represents approximately $27.17M in transactions.

Of the 17 institutional investors that sold Duff & Phelps Utility and Infrastructure Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($116.55K), Raymond James Financial Inc. ($96.78K), Bank of America Corp DE ($33.27K), Cetera Investment Advisers ($21.43K), United Advisor Group LLC ($16.67K), Consolidated Portfolio Review Corp ($12.59K), and Elm3 Financial Group LLC ($12.03K).

Institutional investors have sold a total of 373,962 shares in the last 24 months. This volume of shares sold represents approximately $4.92M in transactions.


Related Companies

Institutional ownership data for NYSE:DPG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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