Position in ATO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$113,181
+$91,569 QoQ
Shares Held
657
+461.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#834
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, 2026Clark Wealth Partners holds $120,953 across 3 Utilities - Regulated Gas names. ATO ranks #1 (93.6% 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 | $113,181 | 657 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $21,612 | 117 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,768 | 106 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,099 | 106 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $16,181 | 105 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $16,076 | 104 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $14,205 | 102 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||