Position in ATO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$37,210
-$14,142 QoQ
Shares Held
216
-22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#871
of 1,035 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $108,353 across 12 Utilities - Regulated Gas names. ATO ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
216 | $37,210 | |
| 2 | NI |
Nisource Inc.
|
528 | $25,106 | |
| 3 | NJR |
New Jersey Resources Corp
|
155 | $8,686 | |
| 4 | UGI |
Ugi Corp /Pa/
|
236 | $8,151 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
80 | $7,094 | |
| 6 | MDU |
Mdu Resources Group Inc
|
321 | $6,808 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
86 | $6,398 | |
| 8 | OGS |
ONE Gas, Inc.
|
43 | $3,314 |
All Filings in ATO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,210 | 216 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $51,352 | 278 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $22,294 | 133 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $21,343 | 125 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $19,726 | 128 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $24,578 | 159 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $19,637 | 141 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $11,096 | 80 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $9,798 | 84 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $9,509 | 80 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $9,272 | 80 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $9,307 | 80 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $8,988 | 80 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $8,965 | 80 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $8,148 | 80 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $8,968 | 80 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $9,559 | 80 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $8,381 | 80 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $7,688 | 80 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $7,908 | 80 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||