Position in ATO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$362,455
+$353,589 QoQ
Shares Held
2,104
+4283.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#676
of 1,035 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Spire Wealth Management holds $447,397 across 7 Utilities - Regulated Gas names. ATO ranks #1 (81.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
2,104 | $362,455 | |
| 2 | SPH |
Suburban Propane Partners LP
|
2,389 | $40,851 | |
| 3 | NI |
Nisource Inc.
|
585 | $27,816 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
186 | $7,161 | |
| 5 | OGS |
ONE Gas, Inc.
|
86 | $6,628 | |
| 6 | UGI |
Ugi Corp /Pa/
|
44 | $1,519 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
13 | $967 |
All Filings in ATO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,455 | 2,104 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,866 | 48 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $254,126 | 1,516 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,025 | 47 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,089 | 46 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,874 | 38 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,431 | 39 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,161 | 30 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,449 | 21 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $64,546 | 543 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $62,122 | 536 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $55,719 | 526 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $60,496 | 520 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $58,427 | 520 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $58,276 | 520 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $53,369 | 524 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $58,292 | 520 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $130,244 | 1,090 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $118,913 | 1,135 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $91,728 | 1,040 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $54,974 | 572 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $74,335 | 752 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||