Position in ATO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$42,895
-$10,119 QoQ
Shares Held
249
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#855
of 1,025 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $254,000 across 14 Utilities - Regulated Gas names. ATO ranks #1 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
249 | $42,895 | |
| 2 | NJR |
New Jersey Resources Corp
|
740 | $41,469 | |
| 3 | UGI |
Ugi Corp /Pa/
|
992 | $34,263 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
425 | $31,619 | |
| 5 | OGS |
ONE Gas, Inc.
|
374 | $28,824 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
239 | $21,193 | |
| 7 | MDU |
Mdu Resources Group Inc
|
603 | $12,789 | |
| 8 | NI |
Nisource Inc.
|
238 | $11,315 |
All Filings in ATO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,895 | 249 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $53,014 | 287 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $26,653 | 159 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $20,831 | 122 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,232 | 8 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $3,863 | 25 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,810 | 13 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $2,080 | 15 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,633 | 14 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $1,664 | 14 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $1,622 | 14 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $1,588 | 15 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $1,512 | 13 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $1,797 | 16 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $1,568 | 14 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $814 | 8 | Shares | Defined | 2022-10-13 | |
| 2022-03-31 | $358 | 3 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||