Position in ATO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,314,026
+$2,576,692 QoQ
Shares Held
216,602
+15.2% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#94
of 1,042 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $113,233,663 across 12 Utilities - Regulated Gas names. ATO ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
216,602 | $37,314,026 | |
| 2 | NI |
Nisource Inc.
|
575,055 | $27,343,865 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
90,059 | $7,986,432 | |
| 4 | NJR |
New Jersey Resources Corp
|
139,876 | $7,838,651 | |
| 5 | OGS |
ONE Gas, Inc.
|
87,782 | $6,765,358 | |
| 6 | SR |
Spire Inc
|
82,377 | $6,432,819 | |
| 7 | UGI |
Ugi Corp /Pa/
|
138,483 | $4,783,202 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
37,186 | $4,554,541 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,314,026 | 216,602 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $34,737,334 | 188,054 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,818,520 | 189,814 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $37,895,742 | 221,937 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $32,079,998 | 208,163 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $31,331,356 | 202,687 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,700,565 | 191,718 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,887,031 | 186,627 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,250,713 | 182,175 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,947,746 | 176,224 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $19,654,669 | 169,583 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,055,112 | 179,884 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,235,365 | 173,933 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $17,932,543 | 159,599 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,859,586 | 141,515 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,528,189 | 142,643 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $17,994,964 | 160,526 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $18,845,006 | 157,712 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $15,363,263 | 146,638 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,893,781 | 146,188 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,554,513 | 151,436 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $14,506,534 | 146,753 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,195,296 | 138,272 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $13,265,788 | 138,778 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $12,162,501 | 122,138 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $28,734,724 | 289,577 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||