Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,051,011
+$2,790,075 QoQ
Shares Held
40,930
+77.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#231
of 1,035 holders
Holding Since
Sep 2020
24 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, 2026&PARTNERS holds $16,420,397 across 10 Utilities - Regulated Gas names. ATO ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
40,930 | $7,051,011 | |
| 2 | NJR |
New Jersey Resources Corp
|
51,454 | $2,883,482 | |
| 3 | NI |
Nisource Inc.
|
39,752 | $1,890,207 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
42,767 | $1,646,529 | |
| 5 | MDU |
Mdu Resources Group Inc
|
45,830 | $972,054 | |
| 6 | OGS |
ONE Gas, Inc.
|
9,216 | $710,277 | |
| 7 | UGI |
Ugi Corp /Pa/
|
16,316 | $563,554 | |
| 8 | SPH |
Suburban Propane Partners LP
|
14,421 | $246,599 |
All Filings in ATO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,051,011 | 40,930 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,260,936 | 23,067 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,410,432 | 20,345 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,071,109 | 17,986 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,520,931 | 16,358 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,098,578 | 13,576 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,799,646 | 12,922 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $766,788 | 5,528 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $745,160 | 6,388 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $662,462 | 5,573 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $556,551 | 4,802 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $488,443 | 4,611 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $534,000 | 4,590 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $513,372 | 4,569 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $521,013 | 4,649 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $471,361 | 4,628 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $516,444 | 4,607 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $548,220 | 4,588 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $478,484 | 4,567 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $400,692 | 4,543 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $434,609 | 4,522 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $445,022 | 4,502 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $440,314 | 4,614 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $438,949 | 4,592 | Shares | Sole | 2020-10-05 | |
| No filing history on record for this holder in this stock. | ||||||