Position in ATO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$361,594
-$44,790 QoQ
Shares Held
2,099
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#677
of 1,035 holders
Holding Since
Mar 2024
10 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, 2026PFG Investments, LLC holds $862,305 across 3 Utilities - Regulated Gas names. ATO ranks #1 (41.9% of the industry book) .
All Filings in ATO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,594 | 2,099 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $406,384 | 2,200 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $366,439 | 2,186 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $373,088 | 2,185 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $321,319 | 2,085 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $391,705 | 2,534 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $352,910 | 2,534 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $260,913 | 1,881 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $266,895 | 2,288 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $272,212 | 2,290 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||