Position in ATO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$677,710
+$93,995 QoQ
Shares Held
3,934
+24.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#546
of 1,035 holders
Holding Since
Jun 2022
11 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, 2026CoreCap Advisors, LLC holds $1,076,555 across 8 Utilities - Regulated Gas names. ATO ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
3,934 | $677,710 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
1,172 | $87,196 | |
| 3 | NWN |
Northwest Natural Holding Co
|
1,767 | $86,689 | |
| 4 | MDU |
Mdu Resources Group Inc
|
3,720 | $78,901 | |
| 5 | NI |
Nisource Inc.
|
1,543 | $73,369 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
1,517 | $58,404 | |
| 7 | UGI |
Ugi Corp /Pa/
|
364 | $12,572 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
14 | $1,714 |
All Filings in ATO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,710 | 3,934 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $583,715 | 3,160 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $390,913 | 2,332 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $222,316 | 1,302 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $159,349 | 1,034 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $55,803 | 361 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $56,682 | 407 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $48,132 | 347 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $37,800 | 318 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $24,207 | 216 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $1,121 | 10 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||