Position in ATO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$568,491
+$182,242 QoQ
Shares Held
3,300
+57.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#586
of 1,035 holders
Holding Since
Mar 2024
10 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, 2026NewEdge Wealth, LLC holds $4,478,705 across 3 Utilities - Regulated Gas names. ATO ranks #2 (12.7% of the industry book) .
All Filings in ATO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,491 | 3,300 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $386,249 | 2,091 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $552,843 | 3,298 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $347,134 | 2,033 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $351,524 | 2,281 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $272,369 | 1,762 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $235,087 | 1,688 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $252,174 | 1,818 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $207,520 | 1,779 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $226,090 | 1,902 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||