Position in ATO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$99,055
-$8,082 QoQ
Shares Held
575
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#836
of 1,035 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $1,521,040 across 3 Utilities - Regulated Gas names. ATO ranks #3 (6.5% of the industry book) .
All Filings in ATO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,055 | 575 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $107,137 | 580 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $79,624 | 475 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $81,106 | 475 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $70,582 | 458 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $65,541 | 424 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $37,045 | 266 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||