Position in ATO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,299,831
+$893,115 QoQ
Shares Held
19,155
+47.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#110
of 565 holders
Holding Since
Dec 2024
5 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, 2026Bleakley Financial Group, LLC holds $8,809,030 across 5 Utilities - Regulated Gas names. ATO ranks #1 (37.5% of the industry book) .
All Filings in ATO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,299,831 | 19,155 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,406,716 | 13,029 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,861,866 | 11,107 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,739,088 | 10,185 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $218,932 | 1,572 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||