Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,373
+$1,201 QoQ
Shares Held
37
+32.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#948
of 1,025 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JPL Wealth Management, LLC holds $27,907 across 10 Utilities - Regulated Gas names. ATO ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
232 | $11,031 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
37 | $6,373 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
51 | $3,793 | |
| 4 | NWN |
Northwest Natural Holding Co
|
53 | $2,600 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
43 | $1,655 | |
| 6 | UGI |
Ugi Corp /Pa/
|
26 | $898 | |
| 7 | MDU |
Mdu Resources Group Inc
|
30 | $636 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
6 | $532 |
All Filings in ATO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,373 | 37 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,172 | 28 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $3,755 | 22 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||