Position in ATO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$164,898,799
+$14,665,784 QoQ
Shares Held
892,696
-0.4% QoQ
Ownership
0.535%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Bank of New York Mellon Corp holds $845,010,667 across 15 Utilities - Regulated Gas names. ATO ranks #1 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
892,696 | $164,898,799 | |
| 2 | NI |
Nisource Inc.
|
3,129,230 | $146,009,866 | |
| 3 | UGI |
Ugi Corp /Pa/
|
2,876,897 | $104,776,581 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
846,251 | $73,539,203 | |
| 5 | OGS |
ONE Gas, Inc.
|
763,877 | $65,792,718 | |
| 6 | NJR |
New Jersey Resources Corp
|
1,063,084 | $58,384,567 | |
| 7 | SR |
Spire Inc
|
610,023 | $55,231,478 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
784,251 | $54,434,855 |
All Filings in ATO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $164,898,799 | 892,696 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $150,233,015 | 896,218 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $153,568,106 | 899,374 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $136,659,655 | 886,767 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $143,583,636 | 928,863 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $129,844,758 | 932,324 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $129,103,770 | 930,746 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $110,504,404 | 947,316 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $114,068,475 | 959,607 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $119,083,535 | 1,027,468 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $132,930,069 | 1,254,886 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $148,437,734 | 1,275,896 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $143,261,015 | 1,275,018 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $142,938,219 | 1,275,437 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $155,768,873 | 1,529,395 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $167,954,379 | 1,498,255 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $170,595,629 | 1,427,698 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $153,202,653 | 1,462,276 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $104,740,758 | 1,187,537 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $92,078,566 | 958,054 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $93,119,759 | 942,031 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $101,096,265 | 1,057,603 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $102,838,054 | 1,032,718 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $106,126,379 | 1,069,499 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||