Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,286,009
+$18,162,983 QoQ
Shares Held
193,220
+136.0% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#102
of 1,035 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $40,148,859 across 6 Utilities - Regulated Gas names. ATO ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
193,220 | $33,286,009 | |
| 2 | NI |
Nisource Inc.
|
47,288 | $2,248,544 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
48,832 | $1,880,032 | |
| 4 | UGI |
Ugi Corp /Pa/
|
32,555 | $1,124,449 | |
| 5 | OGS |
ONE Gas, Inc.
|
13,014 | $1,002,988 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
6,843 | $606,837 |
All Filings in ATO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,286,009 | 193,220 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,123,026 | 81,870 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,887,046 | 100,740 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,246,670 | 142,001 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,255,858 | 215,793 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,896,896 | 135,185 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,452,661 | 118,135 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,802,932 | 92,300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,822,943 | 101,354 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,964,384 | 100,651 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $8,472,753 | 73,104 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,845,979 | 45,747 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,647,432 | 22,756 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1 | 10 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 10 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $407 | 4 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,905 | 17 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,182 | 35 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $636,631 | 6,624 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,599,683 | 137,579 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,569,316 | 79,318 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,579,047 | 47,903 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $480,771 | 4,828 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $317,634 | 3,201 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||