Position in ATO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,320,668
+$6,187,078 QoQ
Shares Held
54,105
+218.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#199
of 1,025 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026IEQ CAPITAL, LLC holds $29,244,618 across 9 Utilities - Regulated Gas names. ATO ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
54,105 | $9,320,668 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
92,351 | $6,870,914 | |
| 3 | OGS |
ONE Gas, Inc.
|
44,473 | $3,427,534 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
36,232 | $3,213,053 | |
| 5 | NJR |
New Jersey Resources Corp
|
43,205 | $2,421,208 | |
| 6 | NWN |
Northwest Natural Holding Co
|
30,057 | $1,474,596 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
37,260 | $1,434,510 | |
| 8 | UGI |
Ugi Corp /Pa/
|
29,820 | $1,029,982 |
All Filings in ATO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,320,668 | 54,105 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $3,133,590 | 16,964 | Shares | Other | 2026-05-15 | |
| 2024-09-30 | $403,646 | 2,910 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $256,979 | 2,203 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $222,168 | 1,869 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $205,606 | 1,774 | Shares | Other | 2024-02-07 | |
| 2022-09-30 | $261,856 | 2,571 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $222,070 | 1,981 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $238,143 | 1,993 | Shares | Other | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||