Position in ATO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$104,050,046
-$20,555,785 QoQ
Shares Held
603,994
-10.5% QoQ
Ownership
0.357%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#6
of 510 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $234,024,483 across 13 Utilities - Regulated Gas names. ATO ranks #1 (44.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
603,994 | $104,050,046 | |
| 2 | NI |
Nisource Inc.
|
806,397 | $38,344,177 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
895,909 | $34,492,496 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
123,171 | $15,085,984 | |
| 5 | MDU |
Mdu Resources Group Inc
|
542,449 | $11,505,343 | |
| 6 | OGS |
ONE Gas, Inc.
|
129,580 | $9,986,730 | |
| 7 | NJR |
New Jersey Resources Corp
|
117,156 | $6,565,422 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
69,813 | $5,194,087 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,050,046 | 603,994 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $124,605,831 | 674,566 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $92,509,297 | 551,866 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $108,552,605 | 635,740 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $99,735,831 | 647,173 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $93,151,762 | 602,612 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $79,238,780 | 568,958 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $79,620,372 | 574,006 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $66,312,725 | 568,476 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $68,203,683 | 573,767 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $60,812,150 | 524,695 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $54,196,012 | 511,621 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,198,137 | 190,804 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $20,654,127 | 183,821 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,975,244 | 178,239 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $17,384,165 | 170,684 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $18,910,485 | 168,693 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,859,202 | 141,093 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,399,770 | 61,084 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,827,603 | 32,059 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,871,094 | 29,873 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,196,710 | 32,339 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,302,747 | 45,088 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,800,816 | 50,223 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,492,733 | 55,159 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $5,711,182 | 57,555 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||