Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,916,358
+$1,433,426 QoQ
Shares Held
16,929
+110.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#327
of 1,025 holders
Holding Since
Jun 2023
13 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, 2026Integrated Wealth Concepts LLC holds $8,410,748 across 16 Utilities - Regulated Gas names. ATO ranks #1 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
16,929 | $2,916,358 | |
| 2 | UGI |
Ugi Corp /Pa/
|
48,539 | $1,676,537 | |
| 3 | NI |
Nisource Inc.
|
29,014 | $1,379,615 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
19,557 | $752,944 | |
| 5 | NJR |
New Jersey Resources Corp
|
9,536 | $534,397 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
4,868 | $362,179 | |
| 7 | MDU |
Mdu Resources Group Inc
|
8,667 | $183,827 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
1,934 | $171,507 |
All Filings in ATO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,916,358 | 16,929 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,482,932 | 8,028 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $391,918 | 2,338 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $724,663 | 4,244 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $540,771 | 3,509 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $489,709 | 3,168 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $398,312 | 2,860 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $319,033 | 2,300 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $255,696 | 2,192 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $219,315 | 1,845 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $220,094 | 1,899 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $288,023 | 2,719 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $312,023 | 2,682 | Shares | Other | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||