Position in ATO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$248,757
-$17,978 QoQ
Shares Held
1,444
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#767
of 1,035 holders
Holding Since
Mar 2020
21 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, 2026Belpointe Asset Management LLC holds $1,535,355 across 6 Utilities - Regulated Gas names. ATO ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGCO |
Rgc Resources Inc
|
15,030 | $359,217 | |
| 2 | UGI |
Ugi Corp /Pa/
|
7,494 | $258,842 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
1,444 | $248,757 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,113 | $230,492 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
2,531 | $224,449 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
5,548 | $213,598 |
All Filings in ATO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,757 | 1,444 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $266,735 | 1,444 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $242,057 | 1,444 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $246,563 | 1,444 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $222,534 | 1,444 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $223,213 | 1,444 | Shares | Other | 2025-05-20 | |
| 2024-09-30 | $200,297 | 1,444 | Shares | Sole | 2024-11-13 | |
| 2023-06-30 | $296,201 | 2,546 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $337,192 | 3,001 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $329,373 | 2,939 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $279,781 | 2,747 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $305,360 | 2,724 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $310,674 | 2,600 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $324,263 | 3,095 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $308,259 | 3,495 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $355,703 | 3,701 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $395,498 | 4,001 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $142,667 | 1,495 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $142,907 | 1,495 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $148,872 | 1,495 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $143,288 | 1,444 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||