Position in ATO
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$1,745,973
+$3,627 QoQ
Shares Held
9,452
-9.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 4.676753782668501.ToString("F0")%
Shared 0.ToString("F0")%
None 95.3232462173315.ToString("F0")%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026NewEdge Advisors, LLC holds $52,848,363 across 14 Utilities - Regulated Gas names. ATO ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
930,013 | $43,394,406 | |
| 2 | UGI |
Ugi Corp /Pa/
|
92,426 | $3,366,154 | |
| 3 | ATO |
Atmos Energy Corp
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|
9,452 | $1,745,973 | |
| 4 | MDU |
Mdu Resources Group Inc
|
77,998 | $1,616,118 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
37,638 | $1,487,453 | |
| 6 | OGS |
ONE Gas, Inc.
|
3,516 | $302,833 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
3,384 | $294,069 | |
| 8 | NWN |
Northwest Natural Holding Co
|
4,578 | $243,641 |
All Filings in ATO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,745,973 | 9,452 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,742,346 | 10,394 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,802,949 | 10,559 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,527,384 | 9,911 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,517,202 | 9,815 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $990,488 | 7,112 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,004,815 | 7,244 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $977,410 | 8,379 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,100,855 | 9,261 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,041,361 | 8,985 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $754,221 | 7,120 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,086,499 | 9,339 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,018,992 | 9,069 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $893,758 | 7,975 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $447,834 | 4,397 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $571,373 | 5,097 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $592,998 | 5,660 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||