Position in ATO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$120,589
-$34,945 QoQ
Shares Held
700
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#830
of 1,035 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $2,939,785 across 3 Utilities - Regulated Gas names. ATO ranks #3 (4.1% of the industry book) .
All Filings in ATO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,589 | 700 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $155,534 | 842 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $141,144 | 842 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $204,900 | 1,200 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $193,716 | 1,257 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $194,307 | 1,257 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $175,062 | 1,257 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||