Position in ATO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$15,269,151
-$2,153,084 QoQ
Shares Held
88,635
-6.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#161
of 1,035 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 23%
Shared 12%
None 64%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $34,885,306 across 12 Utilities - Regulated Gas names. ATO ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
88,635 | $15,269,151 | |
| 2 | NI |
Nisource Inc.
|
82,905 | $3,942,132 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
789,711 | $3,690,556 | |
| 4 | NJR |
New Jersey Resources Corp
|
63,279 | $3,546,155 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
26,355 | $2,337,161 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
55,537 | $1,679,438 | |
| 7 | MDU |
Mdu Resources Group Inc
|
66,771 | $1,416,212 | |
| 8 | UGI |
Ugi Corp /Pa/
|
32,545 | $1,124,104 |
All Filings in ATO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,269,151 | 88,635 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $17,422,235 | 94,317 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,685,829 | 57,781 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $9,455,962 | 55,379 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,449,367 | 48,338 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $7,850,807 | 50,788 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,170,355 | 44,305 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $4,615,712 | 33,276 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,820,053 | 32,748 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,891,446 | 32,737 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,771,965 | 32,545 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,998,772 | 28,309 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $3,959,165 | 34,031 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,590,351 | 31,954 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,911,690 | 25,981 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||