Position in ATO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,244,650
-$1,844,792 QoQ
Shares Held
7,225
-56.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#444
of 1,035 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Kestra Advisory Services, LLC holds $10,304,926 across 11 Utilities - Regulated Gas names. ATO ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
104,774 | $4,982,003 | |
| 2 | ATO |
Atmos Energy Corp
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|
7,225 | $1,244,650 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
31,285 | $1,204,472 | |
| 4 | UGI |
Ugi Corp /Pa/
|
23,310 | $805,127 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
6,091 | $453,170 | |
| 6 | MDU |
Mdu Resources Group Inc
|
17,834 | $378,259 | |
| 7 | NJR |
New Jersey Resources Corp
|
4,631 | $259,521 | |
| 8 | SPH |
Suburban Propane Partners LP
|
15,025 | $256,927 |
All Filings in ATO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,244,650 | 7,225 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,089,442 | 16,725 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,050,034 | 6,264 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,033,208 | 6,051 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $932,057 | 6,048 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $809,226 | 5,235 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $762,363 | 5,474 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $628,356 | 4,530 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $629,910 | 5,400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $663,413 | 5,581 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $835,407 | 7,208 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $772,759 | 7,295 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $762,027 | 6,550 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $557,080 | 4,958 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $919,646 | 8,206 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $847,392 | 8,320 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,125,371 | 10,039 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $629,234 | 5,266 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $487,494 | 4,653 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $398,752 | 4,521 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $423,556 | 4,407 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $465,781 | 4,712 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $378,952 | 3,971 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $4,779 | 50 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||