Position in ATO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$221,711
-$18,979 QoQ
Shares Held
1,287
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#787
of 1,035 holders
Holding Since
Jun 2022
8 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, 2026SeaCrest Wealth Management, LLC holds $937,177 across 3 Utilities - Regulated Gas names. ATO ranks #3 (23.7% of the industry book) .
All Filings in ATO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,711 | 1,287 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $240,690 | 1,303 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $219,930 | 1,312 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $215,828 | 1,264 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $208,992 | 1,352 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $221,300 | 1,589 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $221,242 | 1,595 | Shares | Sole | 2024-10-16 | |
| 2022-06-30 | $157,052 | 1,401 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||