Position in ATO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$905,278
-$953,189 QoQ
Shares Held
5,255
-47.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#491
of 1,035 holders
Holding Since
Dec 2023
7 quarters on record
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Summit Global Investments holds $4,841,723 across 3 Utilities - Regulated Gas names. ATO ranks #2 (18.7% of the industry book) .
All Filings in ATO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905,278 | 5,255 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,858,467 | 10,061 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,002,836 | 23,879 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,242,107 | 36,557 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,026,779 | 39,107 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $713,781 | 6,119 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $1,192,842 | 10,292 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||