Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$292,686
-$290,844 QoQ
Shares Held
1,699
-46.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#729
of 1,035 holders
Holding Since
Sep 2023
11 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, 2026Larson Financial Group LLC holds $797,282 across 11 Utilities - Regulated Gas names. ATO ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
1,699 | $292,686 | |
| 2 | NI |
Nisource Inc.
|
2,391 | $113,692 | |
| 3 | UGI |
Ugi Corp /Pa/
|
3,263 | $112,704 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
1,271 | $94,562 | |
| 5 | NWN |
Northwest Natural Holding Co
|
1,282 | $62,894 | |
| 6 | SR |
Spire Inc
|
661 | $51,617 | |
| 7 | MDU |
Mdu Resources Group Inc
|
1,494 | $31,687 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
142 | $17,392 |
All Filings in ATO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,686 | 1,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $583,530 | 3,159 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $542,115 | 3,234 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $665,925 | 3,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $662,518 | 4,299 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $620,020 | 4,011 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $522,541 | 3,752 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $465,233 | 3,354 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $183,957 | 1,577 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $104,310 | 900 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $95,337 | 900 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||