Position in ATO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$666,684
-$11,423 QoQ
Shares Held
3,870
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#540
of 1,025 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $4,100,083 across 16 Utilities - Regulated Gas names. ATO ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
24,250 | $1,153,087 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
3,870 | $666,684 | |
| 3 | UGI |
Ugi Corp /Pa/
|
18,390 | $635,190 | |
| 4 | OGS |
ONE Gas, Inc.
|
5,001 | $385,427 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
3,508 | $311,089 | |
| 6 | MDU |
Mdu Resources Group Inc
|
11,457 | $243,002 | |
| 7 | NJR |
New Jersey Resources Corp
|
3,803 | $213,120 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
1,834 | $136,449 |
All Filings in ATO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $666,684 | 3,870 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $678,107 | 3,671 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $531,387 | 3,170 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $428,241 | 2,508 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $645,566 | 4,189 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $242,690 | 1,570 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $282,718 | 2,030 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $333,042 | 2,401 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $164,126 | 1,407 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $412,122 | 3,467 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $98,283 | 848 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $98,091 | 926 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $124,134 | 1,067 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $124,045 | 1,104 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $125,630 | 1,121 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||