Position in ATO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$132,755,861
+$34,279,775 QoQ
Shares Held
718,687
+22.3% QoQ
Ownership
0.431%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026UBS Group AG holds $721,454,004 across 16 Utilities - Regulated Gas names. ATO ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
5,873,793 | $274,071,178 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
718,687 | $132,755,861 | |
| 3 | CTRI |
Centuri Holdings, Inc.
|
1,922,298 | $56,150,323 | |
| 4 | SR |
Spire Inc
|
504,189 | $45,649,271 | |
| 5 | MDU |
Mdu Resources Group Inc
|
1,707,254 | $35,374,302 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
393,500 | $34,195,149 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
399,306 | $27,715,829 | |
| 8 | NJR |
New Jersey Resources Corp
|
462,130 | $25,380,178 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,755,861 | 718,687 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $98,476,086 | 587,461 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $148,463,025 | 869,476 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $108,762,822 | 705,748 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $143,792,014 | 930,211 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $96,199,636 | 690,742 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $90,579,153 | 653,011 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $56,806,097 | 486,979 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $60,932,759 | 512,600 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $43,731,617 | 377,322 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $35,501,378 | 335,140 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $46,885,483 | 403,004 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $26,724,039 | 237,843 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,282,763 | 172,060 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $6,503,426 | 63,853 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $14,944,498 | 133,314 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,831,230 | 48,801 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,981,960 | 95,275 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,552,389 | 85,628 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,544,058 | 120,113 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,287,944 | 93,960 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $16,278,735 | 170,583 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $11,503,490 | 120,342 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,745,747 | 67,742 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $7,061,900 | 71,167 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||