Position in ATO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$90,097
-$6,881 QoQ
Shares Held
523
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#839
of 1,035 holders
Holding Since
Mar 2021
21 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, 2026MassMutual Private Wealth & Trust, FSB holds $419,945 across 11 Utilities - Regulated Gas names. ATO ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
1,788 | $133,027 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
523 | $90,097 | |
| 3 | UGI |
Ugi Corp /Pa/
|
1,715 | $59,236 | |
| 4 | NI |
Nisource Inc.
|
840 | $39,942 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
596 | $22,946 | |
| 6 | NJR |
New Jersey Resources Corp
|
382 | $21,407 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
164 | $20,086 | |
| 8 | SR |
Spire Inc
|
190 | $14,837 |
All Filings in ATO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,097 | 523 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $96,978 | 525 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $67,890 | 405 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $47,639 | 279 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $32,979 | 214 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $25,041 | 162 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $18,662 | 134 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $19,003 | 137 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $15,514 | 133 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $14,264 | 120 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $15,530 | 134 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $30,401 | 287 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $31,993 | 275 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $11,123 | 99 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $7,172 | 64 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $6,009 | 59 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $6,389 | 57 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $11,590 | 97 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,714 | 45 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $20,197 | 229 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $3,360 | 34 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||