Position in ATO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$547,474
+$231,603 QoQ
Shares Held
3,178
+85.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#584
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, 2026IFP Advisors, Inc holds $2,684,252 across 16 Utilities - Regulated Gas names. ATO ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
23,620 | $1,123,131 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
3,178 | $547,474 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
5,010 | $372,744 | |
| 4 | UGI |
Ugi Corp /Pa/
|
7,608 | $262,780 | |
| 5 | OGS |
ONE Gas, Inc.
|
1,428 | $110,055 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,212 | $107,480 | |
| 7 | NJR |
New Jersey Resources Corp
|
1,386 | $77,671 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
831 | $31,993 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,474 | 3,178 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $315,871 | 1,710 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $341,629 | 2,038 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $373,771 | 2,189 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $321,473 | 2,086 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $312,406 | 2,021 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $302,772 | 2,174 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $304,329 | 2,194 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $532,973 | 4,569 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $675,300 | 5,681 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $701,890 | 6,056 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $845,639 | 7,983 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $884,184 | 7,600 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $515,620 | 4,589 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $264 | 7,267 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,425,798 | 13,999 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,415,823 | 12,630 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $536,151 | 4,487 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $469,579 | 4,482 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $391,167 | 4,435 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $373,964 | 3,891 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $596,164 | 6,031 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $542,519 | 5,685 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $429,963 | 4,498 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $399,415 | 4,011 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $332,916 | 3,355 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||