Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$331,447
+$31,462 QoQ
Shares Held
1,924
+18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#693
of 1,035 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,688,547 across 3 Utilities - Regulated Gas names. ATO ranks #3 (19.6% of the industry book) .
All Filings in ATO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,447 | 1,924 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $299,985 | 1,624 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $387,225 | 2,310 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $285,411 | 1,852 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $354,451 | 2,293 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $240,797 | 1,729 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $231,229 | 1,667 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $219,302 | 1,880 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $211,945 | 1,783 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $204,911 | 1,768 | Shares | Sole | 2024-02-28 | |
| 2023-06-30 | $204,758 | 31,008 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $200,787 | 1,787 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||