Position in ATO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,623,644
-$104,042 QoQ
Shares Held
9,425
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#413
of 1,035 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $3,310,003 across 2 Utilities - Regulated Gas names. ATO ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
35,465 | $1,686,359 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
9,425 | $1,623,644 |
All Filings in ATO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,623,644 | 9,425 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $1,727,686 | 9,353 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,311,952 | 13,792 | Shares | Defined | 2026-01-15 | |
| 2024-06-30 | $2,630,457 | 22,550 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||