Position in ATO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$73,567,386
-$20,160,280 QoQ
Shares Held
427,047
-15.8% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#62
of 1,035 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $491,609,815 across 13 Utilities - Regulated Gas names. ATO ranks #4 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
3,160,380 | $121,674,630 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
985,861 | $87,426,153 | |
| 3 | NI |
Nisource Inc.
|
1,675,691 | $79,679,106 | |
| 4 | ATO |
Atmos Energy Corp
This page
|
427,047 | $73,567,386 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
340,645 | $25,343,987 | |
| 6 | MDU |
Mdu Resources Group Inc
|
1,008,061 | $21,380,973 | |
| 7 | UGI |
Ugi Corp /Pa/
|
486,772 | $16,813,104 | |
| 8 | SR |
Spire Inc
|
197,505 | $15,423,164 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,567,386 | 427,047 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $93,727,666 | 507,404 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $81,506,567 | 486,229 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $63,415,354 | 371,393 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $58,027,653 | 376,534 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $33,252,012 | 215,112 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $30,045,134 | 215,733 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $31,727,554 | 228,733 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $25,004,627 | 214,356 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $25,923,525 | 218,083 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $24,413,291 | 210,641 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $22,708,001 | 214,368 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $23,600,499 | 202,858 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $24,393,355 | 217,100 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $23,052,910 | 205,701 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,074,088 | 206,913 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $23,819,456 | 212,484 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,886,851 | 174,800 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $17,642,638 | 168,394 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $14,428,284 | 163,586 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $15,551,943 | 161,814 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $15,345,968 | 155,245 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $16,561,398 | 173,545 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $16,960,628 | 177,431 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $18,618,969 | 186,975 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $17,559,641 | 176,959 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||