Position in ATO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$47,546
+$7,462 QoQ
Shares Held
276
+27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#861
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $4,081,363 across 8 Utilities - Regulated Gas names. ATO ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
68,079 | $3,237,156 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
19,179 | $738,391 | |
| 3 | MDU |
Mdu Resources Group Inc
|
2,416 | $51,243 | |
| 4 | ATO |
Atmos Energy Corp
This page
|
276 | $47,546 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
25 | $3,062 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
26 | $1,934 | |
| 7 | NJR |
New Jersey Resources Corp
|
27 | $1,513 | |
| 8 | UGI |
Ugi Corp /Pa/
|
15 | $518 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,546 | 276 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $40,084 | 217 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $27,323 | 163 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $27,490 | 161 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $22,654 | 147 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $22,568 | 146 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $19,358 | 139 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $19,280 | 139 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $9,798 | 84 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,977 | 126 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $14,603 | 126 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $30,401 | 287 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $25,129 | 216 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $21,348 | 190 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $13,000 | 116 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $28,925 | 284 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $22,307 | 199 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $21,986 | 184 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $24,830 | 237 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $18,345 | 208 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $13,743 | 143 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $14,530 | 147 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $15,650 | 164 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $29,059 | 304 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $29,475 | 296 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $6,648 | 67 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||