Position in ATO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,038,126
-$89,109 QoQ
Shares Held
11,831
+2.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#387
of 1,035 holders
Holding Since
Jun 2022
17 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, 2026BFSG, LLC holds $12,186,500 across 5 Utilities - Regulated Gas names. ATO ranks #2 (16.7% of the industry book) .
All Filings in ATO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,038,126 | 11,831 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,127,235 | 11,516 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,948,028 | 11,621 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,045,755 | 11,981 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,796,460 | 11,657 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,757,265 | 11,368 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,566,369 | 11,247 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,595,442 | 11,502 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,361,888 | 11,675 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,361,774 | 11,456 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,300,398 | 11,220 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $1,176,882 | 11,110 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,260,543 | 10,835 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,034,498 | 9,207 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $948,112 | 8,460 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $774,060 | 7,600 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $600,856 | 5,360 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||