Position in ATO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$534,898
-$40,689 QoQ
Shares Held
3,105
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#598
of 1,035 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $795,906 across 5 Utilities - Regulated Gas names. ATO ranks #1 (67.2% of the industry book) .
All Filings in ATO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,898 | 3,105 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $575,587 | 3,116 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $518,479 | 3,093 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $528,129 | 3,093 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $493,460 | 3,202 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $555,405 | 3,593 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $481,456 | 3,457 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $479,520 | 3,457 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $447,586 | 3,837 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $456,104 | 3,837 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $444,592 | 3,836 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $429,652 | 4,056 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $465,360 | 4,000 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $44,100 | 500 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $48,055 | 500 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $49,425 | 500 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $72,908 | 764 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $47,795 | 500 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $49,790 | 500 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $64,003 | 645 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||