Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$764,186
+$510,395 QoQ
Shares Held
4,137
+173.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026MAI Capital Management holds $3,702,397 across 16 Utilities - Regulated Gas names. ATO ranks #3 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
12,527 | $1,078,950 | |
| 2 | NI |
Nisource Inc.
|
19,662 | $917,428 | |
| 3 | ATO |
Atmos Energy Corp
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|
4,137 | $764,186 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,157 | $228,302 | |
| 5 | SR |
Spire Inc
|
2,478 | $224,358 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
2,181 | $189,528 | |
| 7 | SPH |
Suburban Propane Partners LP
|
4,723 | $92,995 | |
| 8 | UGI |
Ugi Corp /Pa/
|
2,456 | $89,447 |
All Filings in ATO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $764,186 | 4,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $253,791 | 1,514 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $192,264 | 1,126 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $240,873 | 1,563 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $163,700 | 1,059 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $154,032 | 1,106 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $284,574 | 2,394 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $242,346 | 2,091 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $253,278 | 2,391 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $282,589 | 2,429 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $322,136 | 2,867 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $331,278 | 2,956 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $278,152 | 2,731 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $312,310 | 2,786 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $343,175 | 2,872 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $249,143 | 2,378 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $215,472 | 2,443 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $208,864 | 2,185 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||