Position in ATO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$592,436
+$17,403 QoQ
Shares Held
3,439
+10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#574
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, 2026SIGNATUREFD, LLC holds $2,300,145 across 14 Utilities - Regulated Gas names. ATO ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
3,439 | $592,436 | |
| 2 | NI |
Nisource Inc.
|
8,080 | $384,204 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
4,223 | $314,191 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,294 | $251,934 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
1,565 | $138,784 | |
| 6 | NJR |
New Jersey Resources Corp
|
2,420 | $135,616 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
3,206 | $123,431 | |
| 8 | SR |
Spire Inc
|
1,502 | $117,291 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,436 | 3,439 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $575,033 | 3,113 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $449,751 | 2,683 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $394,774 | 2,312 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $258,750 | 1,679 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $249,955 | 1,617 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $216,564 | 1,555 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $206,816 | 1,491 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $172,525 | 1,479 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $146,447 | 1,232 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $129,112 | 1,114 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $133,259 | 1,258 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $134,023 | 1,152 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $134,494 | 1,197 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $125,182 | 1,117 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $125,784 | 1,235 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $114,902 | 1,025 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $101,566 | 850 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $89,787 | 857 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $62,710 | 711 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $79,482 | 827 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $67,514 | 683 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $85,314 | 894 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $74,751 | 782 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $65,224 | 655 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $32,845 | 331 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||