Position in ATO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$58,765,603
-$3,910,447 QoQ
Shares Held
341,125
+0.5% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#71
of 1,035 holders
Holding Since
Mar 2020
20 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, 2026BENJAMIN EDWARDS INC holds $68,075,172 across 6 Utilities - Regulated Gas names. ATO ranks #1 (86.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
341,125 | $58,765,603 | |
| 2 | NJR |
New Jersey Resources Corp
|
120,576 | $6,757,079 | |
| 3 | OGS |
ONE Gas, Inc.
|
19,956 | $1,538,008 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
11,344 | $436,744 | |
| 5 | UGI |
Ugi Corp /Pa/
|
10,238 | $353,620 | |
| 6 | SR |
Spire Inc
|
2,870 | $224,118 |
All Filings in ATO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,765,603 | 341,125 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $62,676,050 | 339,303 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $59,042,135 | 352,217 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $61,123,206 | 357,969 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $54,239,168 | 351,951 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $53,481,124 | 345,977 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $40,962,509 | 294,123 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $40,443,951 | 291,572 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,471,073 | 12,611 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,289,264 | 10,846 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,160,854 | 10,016 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,042,668 | 9,843 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,141,877 | 9,815 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,081,015 | 9,621 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $1,044,940 | 9,324 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $916,446 | 8,998 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $967,647 | 8,632 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $884,823 | 7,405 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $576,654 | 5,504 | Shares | Defined | 2022-02-07 | |
| 2020-03-31 | $18,754 | 189 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||