Position in ATO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,829,466
+$86,282 QoQ
Shares Held
9,904
-4.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Wealthspire Advisors, LLC holds $6,686,599 across 4 Utilities - Regulated Gas names. ATO ranks #2 (27.4% of the industry book) .
All Filings in ATO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,829,466 | 9,904 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,743,184 | 10,399 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,603,001 | 9,388 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,464,661 | 9,504 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,455,061 | 9,413 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,308,998 | 9,399 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,299,573 | 9,369 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,255,270 | 10,761 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,279,160 | 10,761 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,351,509 | 11,661 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,262,685 | 11,920 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,526,380 | 13,120 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,474,612 | 13,124 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,483,246 | 13,235 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,315,902 | 12,920 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,462,568 | 13,047 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||