Position in ATO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,273
+$1,057 QoQ
Shares Held
19
+58.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#974
of 1,025 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $12,836 across 9 Utilities - Regulated Gas names. ATO ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
70 | $3,328 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
19 | $3,273 | |
| 3 | NWN |
Northwest Natural Holding Co
|
40 | $1,962 | |
| 4 | UGI |
Ugi Corp /Pa/
|
49 | $1,692 | |
| 5 | OPAL |
OPAL Fuels Inc.
|
673 | $1,480 | |
| 6 | MDU |
Mdu Resources Group Inc
|
39 | $827 | |
| 7 | NJR |
New Jersey Resources Corp
|
2 | $112 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
1 | $88 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,273 | 19 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,216 | 12 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,676 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,707 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,541 | 10 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,545 | 10 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,392 | 10 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,387 | 10 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,166 | 10 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,188 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,159 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,059 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,163 | 10 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,123 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,120 | 10 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,138 | 21 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $4,484 | 40 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $3,106 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,047 | 10 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $882 | 10 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,249 | 13 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $988 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $954 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,147 | 12 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $995 | 10 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $6,549 | 66 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||