Position in ATO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$797,437
+$566,108 QoQ
Shares Held
4,629
+235.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#512
of 1,035 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026West Family Investments, Inc. holds $1,115,794 across 2 Utilities - Regulated Gas names. ATO ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
4,629 | $797,437 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
4,279 | $318,357 |
All Filings in ATO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,437 | 4,629 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $231,329 | 1,380 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $228,122 | 1,336 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $203,887 | 1,323 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||