Position in ATO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$23,500,447
+$3,227,108 QoQ
Shares Held
127,222
+5.2% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Baird Financial Group, Inc. holds $45,735,545 across 10 Utilities - Regulated Gas names. ATO ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
127,222 | $23,500,447 | |
| 2 | NWN |
Northwest Natural Holding Co
|
172,740 | $9,193,222 | |
| 3 | SR |
Spire Inc
|
73,210 | $6,628,433 | |
| 4 | MDU |
Mdu Resources Group Inc
|
167,919 | $3,479,281 | |
| 5 | UGI |
Ugi Corp /Pa/
|
27,269 | $993,136 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
5,864 | $741,033 | |
| 7 | NI |
Nisource Inc.
|
10,185 | $475,232 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
5,738 | $398,274 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,500,447 | 127,222 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,273,339 | 120,941 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,659,301 | 115,135 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,558,830 | 113,937 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $17,135,965 | 110,855 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $15,410,503 | 110,652 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,163,875 | 116,530 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,392,352 | 114,808 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,607,048 | 114,470 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,948,232 | 111,719 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,814,519 | 92,651 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,917,983 | 85,250 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,295,870 | 64,933 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,451,980 | 48,648 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,872,917 | 18,389 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,896,282 | 16,916 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,013,524 | 16,851 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,737,086 | 16,580 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,417,903 | 16,076 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,279,703 | 13,315 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,149,690 | 21,747 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,300,721 | 24,109 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,976,064 | 41,595 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,316,792 | 43,350 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $4,051,560 | 40,830 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||