Position in OPAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$118,882
+$34,118 QoQ
Shares Held
54,038
+60.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 78 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 76%
Shared 24%
None 0%
Common Shares in OPAL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,347,352,740 across 15 Utilities - Regulated Gas names. OPAL ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
4,313,917 | $241,751,907 | |
| 2 | MDU |
Mdu Resources Group Inc
|
10,435,060 | $221,327,620 | |
| 3 | ATO |
Atmos Energy Corp
|
768,834 | $132,447,030 | |
| 4 | NI |
Nisource Inc.
|
2,607,612 | $123,991,949 | |
| 5 | UGI |
Ugi Corp /Pa/
|
2,980,373 | $102,942,080 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,058,783 | $93,892,874 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
1,171,138 | $87,132,665 | |
| 8 | SR |
Spire Inc
|
1,029,256 | $80,374,598 |
All Filings in OPAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,882 | 54,038 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $84,764 | 33,637 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $91,149 | 38,705 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $35,490 | 16,132 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $47,886 | 14,126 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $51,559 | 14,126 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $57,774 | 14,126 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $84,576 | 16,848 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $65,654 | 11,894 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||