Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,748,859
+$812,843 QoQ
Shares Held
114,639
+11.8% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#147
of 1,042 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, 2026MACQUARIE GROUP LTD holds $56,837,826 across 10 Utilities - Regulated Gas names. ATO ranks #1 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
114,639 | $19,748,859 | |
| 2 | NI |
Nisource Inc.
|
343,029 | $16,311,028 | |
| 3 | NJR |
New Jersey Resources Corp
|
71,231 | $3,991,785 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
51,311 | $3,817,538 | |
| 5 | OGS |
ONE Gas, Inc.
|
41,884 | $3,227,999 | |
| 6 | SR |
Spire Inc
|
40,575 | $3,168,501 | |
| 7 | MDU |
Mdu Resources Group Inc
|
131,754 | $2,794,502 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
15,387 | $1,884,599 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,748,859 | 114,639 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,936,016 | 102,512 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,786,045 | 106,103 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,421,792 | 102,031 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,234,543 | 98,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,972,927 | 96,862 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $14,977,652 | 107,544 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,285,941 | 117,410 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,540,498 | 116,078 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,687,285 | 115,145 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,273,447 | 114,525 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,835,539 | 168,371 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,359,731 | 157,811 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $19,620,413 | 174,621 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $21,315,488 | 190,198 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $17,888,016 | 175,631 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $26,646,953 | 237,707 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $53,851,631 | 450,679 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $56,143,515 | 535,874 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $37,037,999 | 419,932 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $38,128,756 | 396,720 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $37,122,227 | 375,541 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $32,145,307 | 336,847 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $24,930,156 | 260,803 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $33,155,657 | 332,955 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $30,287,078 | 305,221 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||