Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,457,341
+$2,406,506 QoQ
Shares Held
31,679
+91.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#259
of 1,035 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 22%
Shared 2%
None 76%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $47,415,379 across 11 Utilities - Regulated Gas names. ATO ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
889,580 | $34,248,830 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
31,679 | $5,457,341 | |
| 3 | UGI |
Ugi Corp /Pa/
|
68,267 | $2,357,942 | |
| 4 | NI |
Nisource Inc.
|
32,149 | $1,528,684 | |
| 5 | OGS |
ONE Gas, Inc.
|
11,882 | $915,745 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
11,124 | $827,625 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
6,681 | $592,471 | |
| 8 | NJR |
New Jersey Resources Corp
|
9,731 | $545,325 |
All Filings in ATO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,457,341 | 31,679 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,050,835 | 16,516 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,408,259 | 8,401 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $837,870 | 4,907 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,005,105 | 6,522 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $683,089 | 4,419 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $687,158 | 4,934 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $260,913 | 1,881 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $427,172 | 3,662 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||