Position in OPAL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,640
New position
Shares Held
6,200
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 78 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 36%
Shared 0%
None 64%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $48,511,996 across 16 Utilities - Regulated Gas names. OPAL ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
|
177,783 | $21,774,861 | |
| 2 | ATO |
Atmos Energy Corp
|
41,725 | $7,187,965 | |
| 3 | UGI |
Ugi Corp /Pa/
|
122,008 | $4,214,156 | |
| 4 | NI |
Nisource Inc.
|
77,321 | $3,676,613 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
43,249 | $3,217,725 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
24,278 | $2,152,973 | |
| 7 | OGS |
ONE Gas, Inc.
|
23,854 | $1,838,427 | |
| 8 | NJR |
New Jersey Resources Corp
|
29,337 | $1,644,045 |
All Filings in OPAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,640 | 6,200 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||