Position in ATO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$117,488
+$31,224 QoQ
Shares Held
682
+46.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#833
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $738,451 across 8 Utilities - Regulated Gas names. ATO ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGS |
ONE Gas, Inc.
|
3,597 | $277,220 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
682 | $117,488 | |
| 3 | SPH |
Suburban Propane Partners LP
|
4,750 | $81,225 | |
| 4 | NWN |
Northwest Natural Holding Co
|
1,492 | $73,197 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
962 | $71,572 | |
| 6 | NI |
Nisource Inc.
|
1,263 | $60,055 | |
| 7 | RGCO |
Rgc Resources Inc
|
1,602 | $38,287 | |
| 8 | MDU |
Mdu Resources Group Inc
|
915 | $19,407 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,488 | 682 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $86,264 | 467 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $78,283 | 467 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $78,203 | 458 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $89,229 | 579 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $100,940 | 653 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $71,863 | 516 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $71,990 | 519 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $86,787 | 744 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $89,984 | 757 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $86,229 | 744 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $78,811 | 744 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $86,556 | 744 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $83,595 | 744 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $60,966 | 544 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $75,776 | 744 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $195,502 | 1,744 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $208,390 | 1,744 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $185,338 | 1,769 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $153,820 | 1,744 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $167,615 | 1,744 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $172,394 | 1,744 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $166,429 | 1,744 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $166,708 | 1,744 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $187,807 | 1,886 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $187,147 | 1,886 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||