Position in ATO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,636,420
+$585,844 QoQ
Shares Held
15,304
+37.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#344
of 1,035 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $8,077,355 across 16 Utilities - Regulated Gas names. ATO ranks #1 (32.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
15,304 | $2,636,420 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
13,188 | $981,187 | |
| 3 | NI |
Nisource Inc.
|
15,616 | $742,540 | |
| 4 | SR |
Spire Inc
|
9,224 | $720,302 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
5,312 | $650,613 | |
| 6 | UGI |
Ugi Corp /Pa/
|
17,795 | $614,639 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,462 | $395,690 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
9,466 | $364,441 |
All Filings in ATO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,636,420 | 15,304 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||