Position in ATO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,785,406
-$175,950 QoQ
Shares Held
10,364
-2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#402
of 1,035 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $12,815,723 across 11 Utilities - Regulated Gas names. ATO ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
77,350 | $2,977,975 | |
| 2 | NI |
Nisource Inc.
|
50,445 | $2,398,659 | |
| 3 | ATO |
Atmos Energy Corp
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|
10,364 | $1,785,406 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
21,332 | $1,587,100 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
7,685 | $681,505 | |
| 6 | SR |
Spire Inc
|
8,269 | $645,726 | |
| 7 | UGI |
Ugi Corp /Pa/
|
17,947 | $619,889 | |
| 8 | OGS |
ONE Gas, Inc.
|
7,933 | $611,396 |
All Filings in ATO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,785,406 | 10,364 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,961,356 | 10,618 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,009,380 | 11,987 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,800,900 | 10,547 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,484,079 | 9,630 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $333,583 | 2,158 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $233,416 | 1,676 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||