Position in ATO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$928,018
-$61,527 QoQ
Shares Held
5,387
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#487
of 1,035 holders
Holding Since
Dec 2020
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, 2026SageGuard Financial Group, LLC holds $1,832,248 across 2 Utilities - Regulated Gas names. ATO ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
5,387 | $928,018 | |
| 2 | SPH |
Suburban Propane Partners LP
|
52,879 | $904,230 |
All Filings in ATO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,018 | 5,387 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $989,545 | 5,357 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $893,300 | 5,329 | Shares | Sole | 2026-01-27 | |
| 2021-06-30 | $461,328 | 4,800 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $474,480 | 4,800 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $458,064 | 4,800 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||