Position in ATO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,340
-$386 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#963
of 1,035 holders
Holding Since
Sep 2024
8 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, 2026Johnson Financial Group, Inc. holds $164,159 across 5 Utilities - Regulated Gas names. ATO ranks #5 (3.3% of the industry book) .
All Filings in ATO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,340 | 31 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $5,726 | 31 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $5,196 | 31 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $38,418 | 225 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,777 | 31 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,791 | 31 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,548 | 126 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,067 | 87 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||