Position in ATO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,845,873
+$2,458,700 QoQ
Shares Held
102,024
+4.4% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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, 2026Cetera Investment Advisers holds $57,485,172 across 13 Utilities - Regulated Gas names. ATO ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
102,024 | $18,845,873 | |
| 2 | NI |
Nisource Inc.
|
271,079 | $12,648,546 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
31,490 | $3,979,391 | |
| 4 | NWN |
Northwest Natural Holding Co
|
65,321 | $3,476,383 | |
| 5 | NJR |
New Jersey Resources Corp
|
57,676 | $3,167,565 | |
| 6 | MDU |
Mdu Resources Group Inc
|
134,877 | $2,794,651 | |
| 7 | UGI |
Ugi Corp /Pa/
|
73,426 | $2,674,174 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
35,532 | $2,466,276 |
All Filings in ATO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,845,873 | 102,024 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,387,173 | 97,758 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,994,152 | 93,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,254,688 | 34,097 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,312,163 | 27,896 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,618,136 | 18,799 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,581,809 | 18,613 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,012,912 | 17,256 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,562,956 | 21,561 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $633,509 | 5,466 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $639,923 | 6,041 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,273,573 | 10,947 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,805,849 | 16,072 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,734,059 | 15,473 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,094,683 | 10,748 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $378,337 | 3,375 | Shares | Sole | 2022-08-11 | |
| 2020-09-30 | $612,158 | 6,404 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $513,334 | 5,155 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $418,452 | 4,217 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||