Position in ATO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$432,795
+$94,521 QoQ
Shares Held
2,343
+16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $1,528,168 across 5 Utilities - Regulated Gas names. ATO ranks #1 (28.3% of the industry book) .
All Filings in ATO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $432,795 | 2,343 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $338,274 | 2,018 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $339,107 | 1,986 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $284,331 | 1,845 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $247,179 | 1,782 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,670 | 1,746 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||