Position in OPAL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$37
+$5 QoQ
Shares Held
17
+30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 78 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPAL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026IFP Advisors, Inc holds $2,684,252 across 16 Utilities - Regulated Gas names. OPAL ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
23,620 | $1,123,131 | |
| 2 | ATO |
Atmos Energy Corp
|
3,178 | $547,474 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
5,010 | $372,744 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,608 | $262,780 | |
| 5 | OGS |
ONE Gas, Inc.
|
1,428 | $110,055 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,212 | $107,480 | |
| 7 | NJR |
New Jersey Resources Corp
|
1,386 | $77,671 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
831 | $31,993 |
All Filings in OPAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37 | 17 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $32 | 13 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $42 | 18 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $59 | 27 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||