Position in ATO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,132,040
-$463,904 QoQ
Shares Held
18,181
-6.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#322
of 1,035 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Strategies, LLC holds $3,371,440 across 2 Utilities - Regulated Gas names. ATO ranks #1 (92.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
18,181 | $3,132,040 | |
| 2 | SPH |
Suburban Propane Partners LP
|
14,000 | $239,400 |
All Filings in ATO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,132,040 | 18,181 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,595,944 | 19,467 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,372,045 | 20,116 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,751,377 | 21,970 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,234,614 | 20,989 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,593,521 | 23,247 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,333,288 | 23,934 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,303,933 | 23,819 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,766,821 | 23,719 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,538,706 | 21,357 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,436,565 | 21,023 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,226,436 | 21,018 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,468,967 | 21,222 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,192,031 | 19,509 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,056,596 | 18,351 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,752,023 | 17,202 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,839,561 | 16,410 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,864,641 | 15,605 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,097,884 | 10,479 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,238,857 | 14,046 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,233,091 | 12,830 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,180,565 | 11,943 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $988,559 | 10,359 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,003,695 | 10,500 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||