Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,312,806
+$2,786,039 QoQ
Shares Held
34,175
+62.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $269,864,246 across 14 Utilities - Regulated Gas names. ATO ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
3,518,196 | $128,132,698 | |
| 2 | SR |
Spire Inc
|
1,227,176 | $111,108,515 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
34,175 | $6,312,806 | |
| 4 | NJR |
New Jersey Resources Corp
|
110,703 | $6,079,808 | |
| 5 | MDU |
Mdu Resources Group Inc
|
274,957 | $5,697,109 | |
| 6 | OGS |
ONE Gas, Inc.
|
43,931 | $3,783,777 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
47,998 | $3,331,541 | |
| 8 | NI |
Nisource Inc.
|
68,653 | $3,203,348 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,312,806 | 34,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,526,767 | 21,039 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,655,586 | 21,409 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,293,793 | 21,373 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,021,553 | 26,016 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,126,890 | 22,452 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,278,133 | 23,633 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,350,071 | 28,719 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,036,534 | 25,545 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,217,586 | 45,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,232,645 | 39,957 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,273,517 | 36,733 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,095,746 | 36,452 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,021,856 | 35,887 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,493,455 | 34,300 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $4,120,123 | 36,754 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,604,893 | 30,169 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,246,867 | 11,901 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,026,295 | 11,636 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,114,203 | 11,593 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,137,763 | 11,510 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $980,352 | 10,273 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $893,957 | 9,352 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,013,027 | 10,173 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,021,870 | 10,298 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||