Position in ATO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$377,615
-$281,465 QoQ
Shares Held
2,192
-38.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#666
of 1,035 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $821,843 across 3 Utilities - Regulated Gas names. ATO ranks #1 (45.9% of the industry book) .
All Filings in ATO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,615 | 2,192 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $659,080 | 3,568 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $474,057 | 2,828 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $470,416 | 2,755 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $424,264 | 2,753 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $434,678 | 2,812 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $380,207 | 2,730 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $376,181 | 2,712 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $316,704 | 2,715 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $330,815 | 2,783 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $328,924 | 2,838 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $256,880 | 2,425 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $293,060 | 2,519 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $258,540 | 2,301 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $248,459 | 2,217 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $202,681 | 1,990 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $212,093 | 1,892 | Shares | Defined | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||