Position in ATO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,932,352
-$139,652 QoQ
Shares Held
11,217
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#394
of 1,035 holders
Holding Since
Mar 2021
22 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, 2026D.A. DAVIDSON & CO. holds $9,965,373 across 12 Utilities - Regulated Gas names. ATO ranks #1 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
11,217 | $1,932,352 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
17,641 | $1,564,403 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
35,298 | $1,358,973 | |
| 4 | MDU |
Mdu Resources Group Inc
|
59,608 | $1,264,285 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
13,744 | $1,022,553 | |
| 6 | NI |
Nisource Inc.
|
14,037 | $667,459 | |
| 7 | OGS |
ONE Gas, Inc.
|
7,192 | $554,287 | |
| 8 | SR |
Spire Inc
|
5,500 | $429,495 |
All Filings in ATO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,932,352 | 11,217 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,072,004 | 11,217 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,861,531 | 11,105 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,900,447 | 11,130 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,684,422 | 10,930 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,704,862 | 11,029 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,524,727 | 10,948 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,389,041 | 10,014 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,192,979 | 10,227 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,230,542 | 10,352 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,202,346 | 10,374 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,095,104 | 10,338 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,190,739 | 10,235 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,150,004 | 10,235 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,145,691 | 10,223 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,041,212 | 10,223 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,144,877 | 10,213 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,215,093 | 10,169 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,051,471 | 10,036 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $879,354 | 9,970 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $948,605 | 9,870 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $975,649 | 9,870 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||