Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,109,718
+$1,156,563 QoQ
Shares Held
70,295
+18.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#181
of 1,035 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 14%
Shared 31%
None 55%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $59,291,215 across 14 Utilities - Regulated Gas names. ATO ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
165,659 | $12,767,338 | |
| 2 | ATO |
Atmos Energy Corp
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|
70,295 | $12,109,718 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
112,794 | $8,391,873 | |
| 4 | UGI |
Ugi Corp /Pa/
|
227,725 | $7,865,619 | |
| 5 | NJR |
New Jersey Resources Corp
|
92,558 | $5,186,949 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
35,334 | $3,133,418 | |
| 7 | NI |
Nisource Inc.
|
62,180 | $2,956,657 | |
| 8 | SR |
Spire Inc
|
32,946 | $2,572,752 |
All Filings in ATO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,109,718 | 70,295 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,953,155 | 59,296 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,498,169 | 50,696 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $10,784,740 | 63,161 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $9,948,571 | 64,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,418,735 | 54,462 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,115,500 | 65,452 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,394,689 | 67,729 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,986,478 | 51,320 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,092,788 | 68,081 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $785,917 | 6,781 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $243,639 | 2,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $806,701 | 6,934 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $849,553 | 7,561 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $544,660 | 4,860 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $670,682 | 6,585 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $733,358 | 6,542 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $437,811 | 3,664 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $322,901 | 3,082 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||