Position in ATO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,429,750
-$247,175 QoQ
Shares Held
25,714
+1.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#276
of 1,035 holders
Holding Since
Dec 2022
15 quarters on record
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $5,781,920 across 3 Utilities - Regulated Gas names. ATO ranks #1 (76.6% of the industry book) .
All Filings in ATO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,429,750 | 25,714 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,676,925 | 25,319 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,138,617 | 24,689 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,107,308 | 18,198 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,470,691 | 16,032 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $459,875 | 2,975 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $550,534 | 3,953 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $286,713 | 2,067 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $232,600 | 1,994 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $240,711 | 2,025 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $246,055 | 2,123 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $250,418 | 2,364 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $344,366 | 2,960 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $234,720 | 2,089 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $231,536 | 2,066 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||