Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,367,134
+$602,948 QoQ
Shares Held
7,936
+91.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#435
of 1,035 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MAI Capital Management holds $5,915,125 across 10 Utilities - Regulated Gas names. ATO ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
7,936 | $1,367,134 | |
| 2 | OGS |
ONE Gas, Inc.
|
16,051 | $1,237,049 | |
| 3 | NI |
Nisource Inc.
|
21,980 | $1,045,148 | |
| 4 | NJR |
New Jersey Resources Corp
|
7,672 | $429,938 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
5,669 | $421,773 | |
| 6 | UGI |
Ugi Corp /Pa/
|
10,438 | $360,527 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
3,527 | $312,773 | |
| 8 | SR |
Spire Inc
|
3,687 | $287,917 |
All Filings in ATO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,134 | 7,936 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||