Position in ATO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$22,308,275
-$3,835,146 QoQ
Shares Held
129,496
-8.5% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#137
of 1,042 holders
Holding Since
Mar 2020
19 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, 2026Janney Montgomery Scott LLC holds $58,166,472 across 11 Utilities - Regulated Gas names. ATO ranks #1 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
129,496 | $22,308,275 | |
| 2 | NJR |
New Jersey Resources Corp
|
228,231 | $12,790,065 | |
| 3 | UGI |
Ugi Corp /Pa/
|
243,609 | $8,414,254 | |
| 4 | NI |
Nisource Inc.
|
167,583 | $7,968,571 | |
| 5 | NWN |
Northwest Natural Holding Co
|
42,171 | $2,068,909 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
10,984 | $1,345,320 | |
| 7 | SPH |
Suburban Propane Partners LP
|
53,815 | $920,236 | |
| 8 | SR |
Spire Inc
|
10,750 | $839,467 |
All Filings in ATO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,308,275 | 129,496 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $26,143,421 | 141,530 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $26,046,181 | 155,379 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,641,098 | 156,024 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $24,765,939 | 160,703 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $25,912,709 | 167,633 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $24,117,246 | 173,169 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $23,132,389 | 166,768 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $20,114,659 | 172,436 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $21,155,293 | 177,970 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $19,733,944 | 170,267 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $17,811,492 | 168,144 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,303,249 | 165,921 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $18,648,448 | 166,400 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $14,073,327 | 138,177 | Shares | Sole | 2022-10-25 | |
| 2020-12-31 | $8,253,454 | 86,487 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $19,636,384 | 205,423 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $19,501,946 | 195,842 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $17,478,769 | 176,144 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||