Position in ATO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$60,294
-$4,358 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#852
of 1,035 holders
Holding Since
Sep 2024
8 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, 2026PFS Partners, LLC holds $96,223 across 3 Utilities - Regulated Gas names. ATO ranks #1 (62.7% of the industry book) .
All Filings in ATO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,294 | 350 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $64,652 | 350 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $58,670 | 350 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $85,375 | 500 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $77,055 | 500 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $77,290 | 500 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $69,635 | 500 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $69,355 | 500 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||