Position in ATO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,449,734
-$283,716 QoQ
Shares Held
25,830
+0.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
5.00%
of 13F equity value
Holder Rank
#275
of 1,035 holders
Holding Since
Mar 2025
6 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, 2026Castellan Group holds $9,002,012 across 2 Utilities - Regulated Gas names. ATO ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
118,241 | $4,552,278 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
25,830 | $4,449,734 |
All Filings in ATO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,449,734 | 25,830 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,733,450 | 25,625 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,988,420 | 23,793 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,889,685 | 22,780 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,442,355 | 22,337 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,308,939 | 21,406 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||