Position in ATO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,382,294
+$242,387 QoQ
Shares Held
8,024
+30.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#434
of 1,035 holders
Holding Since
Dec 2023
11 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, 2026HB Wealth Management, LLC holds $5,400,449 across 10 Utilities - Regulated Gas names. ATO ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
8,024 | $1,382,294 | |
| 2 | NI |
Nisource Inc.
|
20,479 | $973,776 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
8,486 | $631,358 | |
| 4 | UGI |
Ugi Corp /Pa/
|
16,194 | $559,340 | |
| 5 | OGS |
ONE Gas, Inc.
|
5,841 | $450,165 | |
| 6 | NJR |
New Jersey Resources Corp
|
6,549 | $367,005 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
8,351 | $321,513 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
2,878 | $255,221 |
All Filings in ATO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382,294 | 8,024 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,139,907 | 6,171 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $855,751 | 5,105 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $764,789 | 4,479 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $631,080 | 4,095 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $689,890 | 4,463 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $401,097 | 2,880 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $368,413 | 2,656 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $285,325 | 2,446 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $221,454 | 1,863 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $201,318 | 1,737 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||