Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,591,657
+$354,439 QoQ
Shares Held
20,849
+19.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#307
of 1,035 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $10,756,869 across 6 Utilities - Regulated Gas names. ATO ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
20,849 | $3,591,657 | |
| 2 | NI |
Nisource Inc.
|
73,733 | $3,506,004 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
35,169 | $2,616,573 | |
| 4 | NJR |
New Jersey Resources Corp
|
8,318 | $466,140 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
3,414 | $302,753 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
2,235 | $273,742 |
All Filings in ATO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,591,657 | 20,849 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,237,218 | 17,525 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,920,617 | 17,423 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,608,206 | 15,275 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,935,621 | 12,560 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,330,779 | 8,609 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $679,637 | 4,880 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $575,923 | 4,152 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $468,349 | 4,015 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $509,595 | 4,287 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $379,920 | 3,278 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $400,839 | 3,784 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $479,204 | 4,119 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $393,147 | 3,499 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||