Position in ATO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,816,868
+$364,304 QoQ
Shares Held
33,766
+14.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#252
of 1,035 holders
Holding Since
Jun 2020
20 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, 2026Swiss Life Asset Management Ltd holds $13,256,332 across 10 Utilities - Regulated Gas names. ATO ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
33,766 | $5,816,868 | |
| 2 | NI |
Nisource Inc.
|
85,448 | $4,063,052 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
6,476 | $574,291 | |
| 4 | NJR |
New Jersey Resources Corp
|
9,799 | $549,135 | |
| 5 | OGS |
ONE Gas, Inc.
|
6,661 | $513,363 | |
| 6 | UGI |
Ugi Corp /Pa/
|
14,393 | $497,134 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
5,265 | $391,716 | |
| 8 | SR |
Spire Inc
|
3,885 | $303,379 |
All Filings in ATO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,816,868 | 33,766 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,452,564 | 29,518 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,593,900 | 27,405 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,813,608 | 39,904 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,638,363 | 17,120 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $2,465,396 | 15,949 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $6,111,724 | 43,884 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $897,731 | 6,472 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $1,346,490 | 11,543 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $1,842,485 | 15,500 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $2,020,368 | 17,432 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $2,012,881 | 19,002 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $807,120 | 7,200 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $1,338,526 | 11,202 | Shares | Defined | 2025-12-09 | |
| 2021-12-31 | $1,220,780 | 11,652 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $1,027,794 | 11,653 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $740,047 | 7,700 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $2,101,273 | 22,019 | Shares | Defined | 2025-12-29 | |
| 2020-09-30 | $865,089 | 9,050 | Shares | Defined | 2025-12-29 | |
| 2020-06-30 | $1,415,529 | 14,215 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||