Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$584,684
-$43,179 QoQ
Shares Held
3,394
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#579
of 1,040 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $12,047,778 across 2 Utilities - Regulated Gas names. ATO ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
204,552 | $11,463,094 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
3,394 | $584,684 |
All Filings in ATO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,684 | 3,394 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $627,863 | 3,399 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $538,092 | 3,210 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $533,935 | 3,127 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $484,521 | 3,144 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $481,516 | 3,115 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $456,109 | 3,275 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $418,210 | 3,015 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $354,732 | 3,041 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $334,856 | 2,817 | Shares | Sole | 2024-05-15 | |
| 2022-12-31 | $299,002 | 2,668 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $279,170 | 2,741 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||