Position in ATO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$572,970
-$71,333 QoQ
Shares Held
3,326
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#583
of 1,035 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $963,049 across 2 Utilities - Regulated Gas names. ATO ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
3,326 | $572,970 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
5,243 | $390,079 |
All Filings in ATO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,970 | 3,326 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $644,303 | 3,488 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $889,780 | 5,308 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $449,584 | 2,633 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $205,120 | 1,331 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $674,741 | 4,365 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $678,662 | 4,873 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||