Position in ATO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,602,409
+$1,481,555 QoQ
Shares Held
19,502
+54.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.5024100092298227.ToString("F0")%
Shared 0.ToString("F0")%
None 98.49758999077018.ToString("F0")%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026CWM, LLC holds $44,602,195 across 16 Utilities - Regulated Gas names. ATO ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
642,746 | $29,990,528 | |
| 2 | ATO |
Atmos Energy Corp
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|
19,502 | $3,602,409 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
49,386 | $3,427,882 | |
| 4 | SR |
Spire Inc
|
18,208 | $1,648,552 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
15,578 | $1,353,728 | |
| 6 | OGS |
ONE Gas, Inc.
|
13,411 | $1,155,089 | |
| 7 | NJR |
New Jersey Resources Corp
|
19,636 | $1,078,409 | |
| 8 | UGI |
Ugi Corp /Pa/
|
19,725 | $718,384 |
All Filings in ATO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,602,409 | 19,502 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,120,854 | 12,652 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,061,464 | 12,073 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,616,151 | 10,487 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,485,513 | 9,610 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,313,037 | 9,428 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,160,447 | 8,366 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $928,184 | 7,957 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $685,166 | 5,764 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $520,506 | 4,491 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $451,579 | 4,263 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $492,234 | 4,231 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $612,137 | 5,448 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $537,263 | 4,794 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $352,299 | 3,459 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $154,585 | 1,379 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $131,797 | 1,103 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $104,874 | 1,001 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $57,858 | 602 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $59,507 | 602 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $57,448 | 602 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $57,545 | 602 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $59,947 | 602 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $59,736 | 602 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||