Position in ATO
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$18,656
+$15,136 QoQ
Shares Held
101
+381.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026True Wealth Design, LLC holds $85,010 across 12 Utilities - Regulated Gas names. ATO ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
561 | $20,431 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
101 | $18,656 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
148 | $12,861 | |
| 4 | OGS |
ONE Gas, Inc.
|
124 | $10,680 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
94 | $6,524 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
128 | $5,058 | |
| 7 | CTRI |
Centuri Holdings, Inc.
|
160 | $4,673 | |
| 8 | NI |
Nisource Inc.
|
95 | $4,432 |
All Filings in ATO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,656 | 101 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,520 | 21 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,927 | 23 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,465 | 16 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,164 | 14 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,253 | 9 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $970 | 7 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $816 | 7 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $594 | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $347 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $317 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $349 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $337 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $336 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||