Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,939
+$1,004 QoQ
Shares Held
1,863
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#705
of 1,035 holders
Holding Since
Dec 2024
7 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, 2026Summit Financial, LLC holds $2,934,339 across 6 Utilities - Regulated Gas names. ATO ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
|
54,066 | $924,528 | |
| 2 | NI |
Nisource Inc.
|
11,168 | $531,038 | |
| 3 | NJR |
New Jersey Resources Corp
|
8,978 | $503,127 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
4,218 | $374,052 | |
| 5 | ATO |
Atmos Energy Corp
This page
|
1,863 | $320,939 | |
| 6 | SR |
Spire Inc
|
3,594 | $280,655 |
All Filings in ATO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,939 | 1,863 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $319,935 | 1,732 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $293,017 | 1,748 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $350,720 | 2,054 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $313,151 | 2,032 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $299,730 | 1,939 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $222,832 | 1,600 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||