Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,648,823
+$902,850 QoQ
Shares Held
15,376
+62.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#343
of 1,035 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $61,157,572 across 15 Utilities - Regulated Gas names. ATO ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,070,157 | $50,885,965 | |
| 2 | UGI |
Ugi Corp /Pa/
|
93,195 | $3,218,955 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
15,376 | $2,648,823 | |
| 4 | MDU |
Mdu Resources Group Inc
|
81,638 | $1,731,541 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
24,279 | $934,741 | |
| 6 | NJR |
New Jersey Resources Corp
|
8,085 | $453,083 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,051 | $359,242 | |
| 8 | OGS |
ONE Gas, Inc.
|
4,163 | $320,842 |
All Filings in ATO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,648,823 | 15,376 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||