Position in ATO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$35,886,847
+$6,609,430 QoQ
Shares Held
194,277
+11.2% QoQ
Ownership
0.116%
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 10%
Shared 0%
None 90%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026LPL Financial LLC holds $95,592,288 across 14 Utilities - Regulated Gas names. ATO ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
194,277 | $35,886,847 | |
| 2 | UGI |
Ugi Corp /Pa/
|
443,772 | $16,162,176 | |
| 3 | NI |
Nisource Inc.
|
337,484 | $15,747,003 | |
| 4 | NJR |
New Jersey Resources Corp
|
94,140 | $5,170,168 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
57,972 | $4,023,836 | |
| 6 | MDU |
Mdu Resources Group Inc
|
170,021 | $3,522,835 | |
| 7 | SPH |
Suburban Propane Partners LP
|
139,676 | $2,750,220 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
69,446 | $2,744,505 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,886,847 | 194,277 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,277,417 | 174,655 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,136,361 | 153,068 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,953,123 | 142,451 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,968,555 | 109,772 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,676,216 | 91,019 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,303,933 | 74,284 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,123,739 | 69,642 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,138,077 | 68,462 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,262,742 | 71,292 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,379,401 | 69,663 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,052,240 | 69,213 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,921,488 | 61,601 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,541,526 | 67,293 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,286,182 | 61,720 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,652,014 | 59,340 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,603,017 | 55,260 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,447,411 | 51,994 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,736,328 | 42,362 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,189,434 | 43,590 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,911,197 | 39,567 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,856,506 | 29,933 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,546,135 | 26,636 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,023,664 | 20,322 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,735,532 | 17,490 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||