Position in ATO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,050,576
+$1,828,634 QoQ
Shares Held
11,101
+738.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Arax Advisory Partners holds $2,830,062 across 15 Utilities - Regulated Gas names. ATO ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
11,101 | $2,050,576 | |
| 2 | NI |
Nisource Inc.
|
5,753 | $268,434 | |
| 3 | UGI |
Ugi Corp /Pa/
|
4,447 | $161,959 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
2,484 | $98,167 | |
| 5 | SR |
Spire Inc
|
964 | $87,280 | |
| 6 | MDU |
Mdu Resources Group Inc
|
1,747 | $36,197 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
385 | $26,722 | |
| 8 | OGS |
ONE Gas, Inc.
|
300 | $25,839 |
All Filings in ATO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,050,576 | 11,101 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $221,942 | 1,324 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $844,358 | 4,945 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,880 | 129 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $53,020 | 343 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $85,511 | 614 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $70,603 | 509 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $59,374 | 509 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,349 | 45 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,056 | 35 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,707 | 35 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,864 | 59 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,528 | 67 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,508 | 67 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $916 | 9 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,354 | 21 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $836 | 7 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $733 | 7 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $617 | 7 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||