Position in ATO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$32,042
-$29,100 QoQ
Shares Held
186
-43.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#882
of 1,035 holders
Holding Since
Jun 2022
17 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, 2026PRIVATE TRUST CO NA holds $376,549 across 9 Utilities - Regulated Gas names. ATO ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
4,761 | $226,385 | |
| 2 | SR |
Spire Inc
|
506 | $39,513 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
186 | $32,042 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
337 | $29,885 | |
| 5 | UGI |
Ugi Corp /Pa/
|
699 | $24,143 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
133 | $16,289 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
83 | $3,195 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
40 | $2,976 |
All Filings in ATO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,042 | 186 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $61,142 | 331 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $62,525 | 373 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $59,762 | 350 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $57,483 | 373 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $58,431 | 378 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $41,781 | 300 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $41,613 | 300 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $42,927 | 368 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $25,913 | 218 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $25,266 | 218 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $61,439 | 580 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $59,566 | 512 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $57,528 | 512 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $65,224 | 582 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $59,276 | 582 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $66,026 | 589 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||