Position in ATO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$857,043
+$351,095 QoQ
Shares Held
4,975
+81.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#493
of 1,025 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Allworth Financial LP holds $4,241,609 across 16 Utilities - Regulated Gas names. ATO ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
4,975 | $857,043 | |
| 2 | NJR |
New Jersey Resources Corp
|
14,805 | $829,672 | |
| 3 | NWN |
Northwest Natural Holding Co
|
12,190 | $598,041 | |
| 4 | NI |
Nisource Inc.
|
11,650 | $553,957 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
5,505 | $409,572 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
2,758 | $244,579 | |
| 7 | UGI |
Ugi Corp /Pa/
|
6,431 | $222,126 | |
| 8 | OGS |
ONE Gas, Inc.
|
2,306 | $177,723 |
All Filings in ATO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,043 | 4,975 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $505,948 | 2,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $261,167 | 1,558 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $252,368 | 1,478 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $205,120 | 1,331 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $199,871 | 1,293 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $183,557 | 1,318 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $137,600 | 992 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $76,755 | 658 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $76,433 | 643 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $72,785 | 628 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $66,100 | 624 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $66,779 | 574 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $63,371 | 564 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $61,190 | 546 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $15,073 | 148 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,124 | 126 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $477 | 4 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||