Position in CTRI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,148,197
+$2,508,576 QoQ
Shares Held
587,066
+1.3% QoQ
Ownership
0.582%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 74.34087479090937.ToString("F0")%
Shared 0.ToString("F0")%
None 25.659125209090632.ToString("F0")%
Common Shares in CTRI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $794,878,996 across 13 Utilities - Regulated Gas names. CTRI ranks #9 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
8,427,167 | $306,917,421 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
1,079,094 | $136,365,108 | |
| 3 | ATO |
Atmos Energy Corp
|
601,090 | $111,033,344 | |
| 4 | NJR |
New Jersey Resources Corp
|
1,513,779 | $83,136,741 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
1,242,157 | $49,090,044 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
427,037 | $37,109,514 | |
| 7 | NI |
Nisource Inc.
|
551,224 | $25,720,111 | |
| 8 | MDU |
Mdu Resources Group Inc
|
1,226,667 | $25,416,540 |
All Filings in CTRI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,148,197 | 587,066 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,639,621 | 579,787 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||