Position in ATO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$210,686
-$20,583 QoQ
Shares Held
1,223
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#800
of 1,035 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $475,566 across 2 Utilities - Regulated Gas names. ATO ranks #2 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
6,880 | $264,880 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
1,223 | $210,686 |
All Filings in ATO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,686 | 1,223 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $231,269 | 1,252 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $208,656 | 1,222 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||