Position in ATO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$26,143,421
+$97,240 QoQ
Shares Held
141,530
-8.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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 Mar 31, 2026Janney Montgomery Scott LLC holds $53,606,783 across 9 Utilities - Regulated Gas names. ATO ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
141,530 | $26,143,421 | |
| 2 | NJR |
New Jersey Resources Corp
|
247,803 | $13,609,340 | |
| 3 | NI |
Nisource Inc.
|
161,439 | $7,532,743 | |
| 4 | NWN |
Northwest Natural Holding Co
|
44,189 | $2,351,738 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
10,523 | $1,329,791 | |
| 6 | SPH |
Suburban Propane Partners LP
|
54,149 | $1,066,193 | |
| 7 | SR |
Spire Inc
|
11,278 | $1,021,110 | |
| 8 | MDU |
Mdu Resources Group Inc
|
14,633 | $303,195 |
All Filings in ATO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||