Position in ATO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,660,811
-$687,240 QoQ
Shares Held
73,494
+1.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#175
of 1,035 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, 2026Mitsubishi UFJ Trust & Banking Corp holds $144,463,971 across 8 Utilities - Regulated Gas names. ATO ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
3,478,438 | $120,145,247 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
73,494 | $12,660,811 | |
| 3 | NI |
Nisource Inc.
|
199,999 | $9,509,952 | |
| 4 | NJR |
New Jersey Resources Corp
|
12,727 | $713,221 | |
| 5 | OGS |
ONE Gas, Inc.
|
7,233 | $557,447 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
4,482 | $333,460 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
3,331 | $295,393 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
6,453 | $248,440 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,660,811 | 73,494 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,348,051 | 72,261 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,843,897 | 70,655 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,072,537 | 70,703 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,324,927 | 73,486 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,941,614 | 77,252 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,989,697 | 71,729 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,171,525 | 87,748 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,282,230 | 88,146 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $11,647,595 | 97,986 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,572,976 | 91,225 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,323,090 | 97,452 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $9,944,859 | 85,481 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,325,205 | 82,994 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $10,678,701 | 95,286 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,981,299 | 98,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,212,489 | 82,181 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $98,813,209 | 826,958 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $216,918,636 | 2,070,427 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $179,725,932 | 2,037,709 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $136,890,240 | 1,424,308 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $123,889,791 | 1,253,311 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $13,917,796 | 145,843 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,437,273 | 171,956 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,492,022 | 175,658 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $19,517,745 | 196,692 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||