Position in ATO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,556,651
-$75,969 QoQ
Shares Held
14,841
+4.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#351
of 1,035 holders
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 Jun 30, 2026AE Wealth Management LLC holds $38,038,119 across 7 Utilities - Regulated Gas names. ATO ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
703,036 | $33,429,326 | |
| 2 | ATO |
Atmos Energy Corp
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|
14,841 | $2,556,651 | |
| 3 | UGI |
Ugi Corp /Pa/
|
15,496 | $535,222 | |
| 4 | NJR |
New Jersey Resources Corp
|
9,470 | $530,690 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
4,839 | $429,105 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
7,659 | $294,863 | |
| 7 | SPH |
Suburban Propane Partners LP
|
15,337 | $262,262 |
All Filings in ATO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,556,651 | 14,841 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,632,620 | 14,252 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,720,882 | 10,266 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,645,683 | 9,638 | Shares | Other | 2025-11-03 | |
| 2023-12-31 | $332,053 | 2,865 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $290,460 | 2,742 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $262,114 | 2,253 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $219,663 | 1,955 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $246,105 | 2,196 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $231,199 | 2,270 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $441,001 | 3,934 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $313,541 | 2,624 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $212,159 | 2,025 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $331,867 | 3,453 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $360,110 | 3,643 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $415,693 | 4,356 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $265,931 | 2,782 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $275,039 | 2,762 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $339,565 | 3,422 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||