Position in ATO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,227,842
-$801,050 QoQ
Shares Held
59,371
-0.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#195
of 1,040 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MATTERN CAPITAL MANAGEMENT, LLC holds $20,016,404 across 2 Utilities - Regulated Gas names. ATO ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
59,371 | $10,227,842 | |
| 2 | NJR |
New Jersey Resources Corp
|
174,671 | $9,788,562 |
All Filings in ATO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,227,842 | 59,371 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,028,892 | 59,706 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,810,713 | 58,526 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $10,256,269 | 60,066 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,491,634 | 61,590 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,505,278 | 61,491 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,051,296 | 64,991 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $9,211,869 | 66,411 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,766,906 | 66,583 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,924,706 | 66,667 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,197,853 | 62,104 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,360,354 | 60,043 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,685,012 | 57,461 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,265,643 | 55,764 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,112,073 | 54,538 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,499,390 | 53,995 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,079,743 | 54,235 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,851,676 | 57,341 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,923,800 | 56,541 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $4,568,760 | 51,800 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,620,776 | 48,078 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $4,384,986 | 44,360 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,826,838 | 40,101 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,268,508 | 34,193 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,918,191 | 29,305 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,991,546 | 20,070 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||