Position in ATO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$56,900,436
-$5,979,729 QoQ
Shares Held
330,298
-3.0% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#73
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, 2026FIRST TRUST ADVISORS LP holds $513,472,055 across 12 Utilities - Regulated Gas names. ATO ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,273,114 | $60,536,569 | |
| 2 | UGI |
Ugi Corp /Pa/
|
1,684,817 | $58,193,578 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
330,298 | $56,900,436 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
676,867 | $50,358,904 | |
| 5 | SR |
Spire Inc
|
586,719 | $45,816,886 | |
| 6 | NJR |
New Jersey Resources Corp
|
803,138 | $45,007,853 | |
| 7 | OGS |
ONE Gas, Inc.
|
572,032 | $44,086,506 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
429,758 | $38,110,939 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,900,436 | 330,298 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $62,880,165 | 340,408 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $77,347,499 | 461,418 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $98,662,081 | 577,816 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $90,693,117 | 588,496 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $98,235,280 | 635,498 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $71,951,755 | 516,635 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $76,612,306 | 552,320 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $64,602,753 | 553,817 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $80,728,539 | 679,133 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $86,859,515 | 749,435 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $78,837,131 | 744,238 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $92,191,422 | 792,431 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $92,141,379 | 820,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $90,793,061 | 810,146 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $74,880,832 | 735,207 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $85,499,566 | 762,708 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $76,822,271 | 642,918 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $77,033,294 | 735,261 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $69,913,582 | 792,671 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $73,597,769 | 765,766 | Shares | Other | 2021-10-12 | |
| 2021-03-31 | $82,495,465 | 834,552 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $73,687,037 | 772,158 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $67,149,680 | 702,476 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $50,926,307 | 511,411 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $66,198,516 | 667,122 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||