Position in ATO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$657,726
-$50,490 QoQ
Shares Held
3,818
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#551
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026Sigma Planning Corp holds $2,593,971 across 5 Utilities - Regulated Gas names. ATO ranks #2 (25.4% of the industry book) .
All Filings in ATO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,726 | 3,818 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $708,216 | 3,834 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $643,531 | 3,839 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $657,729 | 3,852 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $615,515 | 3,994 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $612,600 | 3,963 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $473,796 | 3,402 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $718,517 | 5,180 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $642,974 | 5,512 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $438,630 | 3,690 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $322,202 | 2,780 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $381,453 | 3,601 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $400,325 | 3,441 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $455,732 | 4,056 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $306,287 | 2,733 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $301,170 | 2,957 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $312,646 | 2,789 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $342,219 | 2,864 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $469,264 | 4,479 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $419,743 | 4,759 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $405,007 | 4,214 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $278,361 | 2,816 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $271,402 | 2,844 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $255,894 | 2,677 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $265,380 | 2,665 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $254,128 | 2,561 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||