Position in ATO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,965,944
+$195,220 QoQ
Shares Held
11,412
+19.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#392
of 1,035 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $7,006,046 across 6 Utilities - Regulated Gas names. ATO ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
|
202,235 | $3,458,218 | |
| 2 | ATO |
Atmos Energy Corp
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|
11,412 | $1,965,944 | |
| 3 | NI |
Nisource Inc.
|
10,235 | $486,674 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
6,166 | $458,750 | |
| 5 | OGS |
ONE Gas, Inc.
|
5,666 | $436,678 | |
| 6 | NJR |
New Jersey Resources Corp
|
3,565 | $199,782 |
All Filings in ATO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,965,944 | 11,412 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,770,724 | 9,586 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,866,894 | 11,137 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,865,442 | 10,925 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,580,704 | 10,257 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,644,421 | 10,638 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,501,747 | 10,783 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,518,040 | 10,944 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $289,058 | 2,478 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $958,447 | 8,063 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,985,482 | 17,131 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,076,333 | 19,601 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,759,293 | 15,122 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $261,910 | 2,331 | Shares | Defined | 2023-05-15 | |
| 2020-06-30 | $210,611 | 2,115 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $208,283 | 2,099 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||