Position in ATO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$111,033,344
+$10,972,819 QoQ
Shares Held
601,090
+0.7% QoQ
Ownership
0.356%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $794,878,996 across 13 Utilities - Regulated Gas names. ATO ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
8,427,167 | $306,917,421 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
1,079,094 | $136,365,108 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
601,090 | $111,033,344 | |
| 4 | NJR |
New Jersey Resources Corp
|
1,513,779 | $83,136,741 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
1,242,157 | $49,090,044 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
427,037 | $37,109,514 | |
| 7 | NI |
Nisource Inc.
|
551,224 | $25,720,111 | |
| 8 | MDU |
Mdu Resources Group Inc
|
1,226,667 | $25,416,540 |
All Filings in ATO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,033,344 | 601,090 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $100,060,525 | 596,913 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $103,180,980 | 604,281 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $93,907,544 | 609,354 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $88,911,787 | 575,183 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $80,897,207 | 580,866 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $81,265,611 | 585,867 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $65,430,501 | 560,913 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $52,695,069 | 443,300 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $43,973,617 | 379,410 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $19,517,813 | 184,252 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $21,400,626 | 183,949 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $21,066,600 | 187,492 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $21,642,957 | 193,120 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,935,711 | 195,736 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $22,137,844 | 197,483 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $24,280,606 | 203,202 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $21,844,439 | 208,499 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $18,407,163 | 208,698 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $20,482,866 | 213,119 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $22,662,054 | 229,257 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $22,445,135 | 235,200 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $23,250,929 | 243,236 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $27,460,413 | 276,735 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||