Position in ATO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,728,726
-$11,084,126 QoQ
Shares Held
265,448
-13.7% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#7
of 311 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Vest Financial, LLC holds $45,728,726 across 1 Utilities - Regulated Gas name. ATO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
265,448 | $45,728,726 |
All Filings in ATO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,728,726 | 265,448 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $56,812,852 | 307,562 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $46,689,312 | 278,526 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $59,365,847 | 347,677 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $51,581,849 | 334,708 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $60,744,065 | 392,962 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $55,405,504 | 397,828 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $53,744,715 | 387,461 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $43,667,810 | 374,349 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $39,539,371 | 332,627 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $28,632,863 | 247,048 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $19,633,065 | 185,340 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $12,166,371 | 104,576 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $9,906,556 | 88,168 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,106,135 | 90,177 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,158,490 | 80,103 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,913,182 | 79,511 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,855,654 | 82,481 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,575,813 | 72,309 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,669,131 | 52,938 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,760,687 | 39,129 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,788,063 | 28,205 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,117,019 | 22,184 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||