Position in ATO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$943,867
-$130,464 QoQ
Shares Held
5,479
-5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#485
of 1,035 holders
Holding Since
Dec 2023
11 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $3,831,639 across 6 Utilities - Regulated Gas names. ATO ranks #2 (24.6% of the industry book) .
All Filings in ATO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,867 | 5,479 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,074,331 | 5,816 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $751,988 | 4,486 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $970,201 | 5,682 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $417,021 | 2,706 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $383,667 | 2,482 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $310,015 | 2,226 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $296,284 | 2,136 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $225,951 | 1,937 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $208,854 | 1,757 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $211,749 | 1,827 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||