Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,065,908
-$199,276 QoQ
Shares Held
11,184
-17.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Advisors Asset Management, Inc. holds $19,902,880 across 8 Utilities - Regulated Gas names. ATO ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDU |
Mdu Resources Group Inc
|
278,403 | $5,768,510 | |
| 2 | UGI |
Ugi Corp /Pa/
|
109,718 | $3,995,929 | |
| 3 | NI |
Nisource Inc.
|
77,628 | $3,622,122 | |
| 4 | ATO |
Atmos Energy Corp
This page
|
11,184 | $2,065,908 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
23,437 | $1,626,762 | |
| 6 | NWN |
Northwest Natural Holding Co
|
27,344 | $1,455,247 | |
| 7 | SR |
Spire Inc
|
13,672 | $1,237,862 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
1,033 | $130,540 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,065,908 | 11,184 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,265,184 | 13,513 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,026,461 | 11,868 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,797,230 | 11,662 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,496,025 | 9,678 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,353,286 | 9,717 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,528,584 | 11,020 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,664,828 | 14,272 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,128,486 | 17,906 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,176,022 | 18,775 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,994,767 | 18,831 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,061,661 | 17,721 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,068,547 | 18,410 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,098,959 | 18,729 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,928,937 | 18,939 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,207,921 | 19,696 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,356,820 | 19,724 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,111,639 | 20,155 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,593,068 | 18,062 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,623,009 | 16,887 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,438,860 | 14,556 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,290,977 | 13,528 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,383,665 | 14,475 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,719,746 | 17,270 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,101,790 | 21,181 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||