Position in ATO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$24,288,278
+$12,953,138 QoQ
Shares Held
131,487
+94.4% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Creative Planning holds $60,101,587 across 15 Utilities - Regulated Gas names. ATO ranks #1 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
131,487 | $24,288,278 | |
| 2 | NI |
Nisource Inc.
|
209,105 | $9,756,839 | |
| 3 | MDU |
Mdu Resources Group Inc
|
301,011 | $6,236,947 | |
| 4 | OGS |
ONE Gas, Inc.
|
47,339 | $4,077,308 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
47,064 | $3,266,712 | |
| 6 | UGI |
Ugi Corp /Pa/
|
81,193 | $2,957,049 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
25,389 | $2,206,304 | |
| 8 | SR |
Spire Inc
|
15,466 | $1,400,291 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,288,278 | 131,487 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,335,140 | 67,620 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,825,467 | 57,543 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,136,659 | 39,820 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,026,610 | 38,987 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,041,434 | 36,199 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,784,246 | 34,491 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,946,034 | 33,828 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,915,815 | 32,942 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,482,330 | 30,046 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,286,690 | 31,027 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,479,495 | 29,908 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $3,226,866 | 28,719 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,117,899 | 27,821 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,562,036 | 25,155 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,673,921 | 23,853 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,873,495 | 24,048 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,373,564 | 22,655 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,227,402 | 25,254 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,321,152 | 24,151 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,732,708 | 27,645 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,491,962 | 26,113 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,556,362 | 26,743 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,644,844 | 26,560 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,685,064 | 27,059 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||