Position in ATO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,317,575
-$95,127 QoQ
Shares Held
19,258
+4.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#313
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $28,468,856 across 9 Utilities - Regulated Gas names. ATO ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
151,342 | $11,663,927 | |
| 2 | UGI |
Ugi Corp /Pa/
|
314,833 | $10,874,331 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
19,258 | $3,317,575 | |
| 4 | NI |
Nisource Inc.
|
18,667 | $887,615 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
5,949 | $527,557 | |
| 6 | NJR |
New Jersey Resources Corp
|
6,340 | $355,293 | |
| 7 | SR |
Spire Inc
|
3,818 | $298,147 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
3,816 | $283,910 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,317,575 | 19,258 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,412,702 | 18,475 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,617,207 | 15,613 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,470,411 | 14,468 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,967,984 | 12,770 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,577,003 | 16,671 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,361,183 | 16,954 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,749,231 | 19,820 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,331,366 | 19,986 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,339,955 | 19,685 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,225,511 | 19,202 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,788,204 | 16,881 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,967,192 | 16,909 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,724,276 | 15,346 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,814,412 | 16,190 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,622,775 | 15,933 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,868,369 | 16,667 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,047,699 | 17,137 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,740,963 | 16,617 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,363,307 | 15,457 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,484,611 | 15,447 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,020,295 | 20,438 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,329,160 | 24,407 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,401,636 | 14,663 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,443,212 | 14,493 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,429,805 | 14,409 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||