Position in ATO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,807,629
-$1,922,976 QoQ
Shares Held
10,493
-48.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#400
of 1,035 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Atria Investments, Inc holds $8,936,566 across 9 Utilities - Regulated Gas names. ATO ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
10,493 | $1,807,629 | |
| 2 | NI |
Nisource Inc.
|
33,596 | $1,597,489 | |
| 3 | MDU |
Mdu Resources Group Inc
|
68,406 | $1,450,891 | |
| 4 | UGI |
Ugi Corp /Pa/
|
28,990 | $1,001,314 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
26,007 | $1,001,269 | |
| 6 | OGS |
ONE Gas, Inc.
|
9,510 | $732,935 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
7,880 | $586,272 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
5,789 | $513,368 |
All Filings in ATO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,807,629 | 10,493 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,730,605 | 20,196 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,871,247 | 23,094 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,717,910 | 21,774 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,778,931 | 24,521 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,910,410 | 25,297 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,089,204 | 36,542 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,355,355 | 31,399 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,615,800 | 30,997 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,674,509 | 30,912 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,613,429 | 22,549 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,067,753 | 19,520 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,195,219 | 18,869 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,069,109 | 18,415 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,033,061 | 18,141 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,730,227 | 16,988 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,252,201 | 20,091 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,442,244 | 12,070 | Shares | Sole | 2022-05-02 | |
| 2020-12-31 | $1,623,550 | 17,013 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $1,755,894 | 17,633 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,788,620 | 18,025 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||