Position in ATO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,651
+$4,374 QoQ
Shares Held
27
+1250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#970
of 1,035 holders
Holding Since
Sep 2024
2 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, 2026Crewe Advisors LLC holds $284,330 across 5 Utilities - Regulated Gas names. ATO ranks #5 (1.6% of the industry book) .
All Filings in ATO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,651 | 27 | Shares | Sole | 2026-07-24 | |
| 2024-09-30 | $277 | 2 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||