Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,953,155
+$2,454,986 QoQ
Shares Held
59,296
+17.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 7.025769023205612.ToString("F0")%
Shared 63.23023475445224.ToString("F0")%
None 29.74399622234215.ToString("F0")%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Cerity Partners LLC holds $40,267,420 across 14 Utilities - Regulated Gas names. ATO ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
59,296 | $10,953,155 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
81,799 | $5,677,667 | |
| 3 | UGI |
Ugi Corp /Pa/
|
139,042 | $5,063,908 | |
| 4 | NJR |
New Jersey Resources Corp
|
68,440 | $3,758,724 | |
| 5 | SR |
Spire Inc
|
33,266 | $3,011,903 | |
| 6 | OGS |
ONE Gas, Inc.
|
33,440 | $2,880,186 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
32,038 | $2,784,101 | |
| 8 | NI |
Nisource Inc.
|
56,066 | $2,616,038 |
All Filings in ATO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||