Position in CTRI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$25,997,542
+$10,626,403 QoQ
Shares Held
890,022
+46.2% QoQ
Ownership
0.882%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 91.577623923903.ToString("F0")%
Shared 1.5045695499661806.ToString("F0")%
None 6.917806526130815.ToString("F0")%
Common Shares in CTRI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $1,323,298,494 across 15 Utilities - Regulated Gas names. CTRI ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
4,141,330 | $227,441,841 | |
| 2 | MDU |
Mdu Resources Group Inc
|
10,285,747 | $213,120,675 | |
| 3 | ATO |
Atmos Energy Corp
|
752,986 | $139,091,572 | |
| 4 | NI |
Nisource Inc.
|
2,558,354 | $119,372,796 | |
| 5 | UGI |
Ugi Corp /Pa/
|
2,901,699 | $105,679,876 | |
| 6 | SR |
Spire Inc
|
1,023,891 | $92,703,088 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
1,054,750 | $91,657,773 | |
| 8 | OGS |
ONE Gas, Inc.
|
1,011,383 | $87,110,414 |
All Filings in CTRI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,997,542 | 890,022 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,371,139 | 608,758 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,703,513 | 127,705 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $554,088 | 24,692 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||