Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,868,262
-$5,948,402 QoQ
Shares Held
521,671
+0.6% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#54
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $101,157,207 across 3 Utilities - Regulated Gas names. ATO ranks #1 (88.8% of the industry book) .
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,868,262 | 521,671 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $95,816,664 | 518,713 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $84,674,271 | 505,126 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $85,966,477 | 503,464 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $71,535,703 | 464,186 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $59,681,018 | 386,085 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $48,603,558 | 348,988 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $43,073,477 | 310,529 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,887,210 | 273,358 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $27,106,876 | 228,038 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $11,261,191 | 97,163 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $10,395,758 | 98,138 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $11,395,502 | 97,950 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $11,054,987 | 98,389 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $11,842,773 | 105,673 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $11,267,970 | 110,633 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $12,244,570 | 109,229 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $12,759,022 | 106,779 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $11,091,371 | 105,864 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $9,683,477 | 109,790 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $11,484,664 | 119,495 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $12,109,520 | 122,504 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $13,151,303 | 137,811 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,777,194 | 144,128 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $15,835,608 | 159,024 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,607,072 | 177,437 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||