Position in ATO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$147,079,042
+$86,433,364 QoQ
Shares Held
796,227
+120.1% QoQ
Ownership
0.471%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $838,148,986 across 16 Utilities - Regulated Gas names. ATO ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
8,563,633 | $399,579,108 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
796,227 | $147,079,042 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
609,398 | $52,956,683 | |
| 4 | UGI |
Ugi Corp /Pa/
|
1,187,798 | $43,259,598 | |
| 5 | OGS |
ONE Gas, Inc.
|
428,658 | $36,920,311 | |
| 6 | NJR |
New Jersey Resources Corp
|
641,335 | $35,222,113 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
410,555 | $28,496,620 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,402,221 | $27,609,730 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $147,079,042 | 796,227 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $60,645,678 | 361,783 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $81,841,835 | 479,308 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $65,142,906 | 422,704 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $94,135,965 | 608,979 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $68,730,991 | 493,509 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $80,466,493 | 580,106 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $100,446,722 | 861,095 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $79,865,539 | 671,873 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $61,825,341 | 533,437 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $52,085,986 | 491,702 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $85,880,204 | 738,183 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $43,067,357 | 383,298 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $30,751 | 274,395 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $27,489,616 | 269,903 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $32,358,671 | 288,659 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $53,234,104 | 445,511 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $43,768,605 | 417,759 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $36,555,193 | 414,458 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $38,753,471 | 403,220 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $63,156,447 | 638,912 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $28,965,675 | 303,528 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $21,646,161 | 226,448 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $22,212,313 | 223,060 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $14,443,420 | 145,555 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||