Position in ATO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,058
-$872 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#927
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026Capital Analysts, LLC holds $2,525,174 across 3 Utilities - Regulated Gas names. ATO ranks #3 (0.5% of the industry book) .
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,058 | 70 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $12,930 | 70 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $11,734 | 70 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $11,952 | 70 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,787 | 70 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $10,820 | 70 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,748 | 70 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,709 | 70 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,165 | 70 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,320 | 70 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,113 | 70 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $7,415 | 70 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,143 | 70 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,865 | 70 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $7,844 | 70 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $7,129 | 70 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,847 | 70 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,364 | 70 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $7,333 | 70 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $6,174 | 70 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $8,169 | 85 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $8,402 | 85 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,111 | 85 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,691 | 70 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,970 | 70 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $6,946 | 70 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||