Position in OPAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$853
+$659 QoQ
Shares Held
388
+403.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 78 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPAL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Allworth Financial LP holds $4,241,609 across 16 Utilities - Regulated Gas names. OPAL ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
4,975 | $857,043 | |
| 2 | NJR |
New Jersey Resources Corp
|
14,805 | $829,672 | |
| 3 | NWN |
Northwest Natural Holding Co
|
12,190 | $598,041 | |
| 4 | NI |
Nisource Inc.
|
11,650 | $553,957 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
5,505 | $409,572 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
2,758 | $244,579 | |
| 7 | UGI |
Ugi Corp /Pa/
|
6,431 | $222,126 | |
| 8 | OGS |
ONE Gas, Inc.
|
2,306 | $177,723 |
All Filings in OPAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853 | 388 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $194 | 77 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35 | 15 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $125 | 57 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||