Position in ATO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$7,564,468
-$4,592,059 QoQ
Shares Held
40,951
-43.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
6 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 Mar 31, 2026Edgestream Partners, L.P. holds $52,463,602 across 7 Utilities - Regulated Gas names. ATO ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
255,297 | $11,912,158 | |
| 2 | SR |
Spire Inc
|
125,465 | $11,359,601 | |
| 3 | NWN |
Northwest Natural Holding Co
|
201,660 | $10,732,345 | |
| 4 | ATO |
Atmos Energy Corp
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|
40,951 | $7,564,468 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
81,492 | $5,656,359 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
50,217 | $4,363,857 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
22,136 | $874,814 |
All Filings in ATO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,564,468 | 40,951 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $12,156,527 | 72,520 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $5,176,665 | 37,170 | Shares | Sole | 2025-02-07 | |
| 2023-09-30 | $1,000,296 | 9,443 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $880,902 | 7,840 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $5,837,164 | 66,181 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||