Position in ATO
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$9,051
+$838 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Basecamp Wealth Advisors LLC holds $119,031 across 8 Utilities - Regulated Gas names. ATO ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
874 | $40,780 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
317 | $40,059 | |
| 3 | OGS |
ONE Gas, Inc.
|
300 | $25,839 | |
| 4 | ATO |
Atmos Energy Corp
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|
49 | $9,051 | |
| 5 | MDU |
Mdu Resources Group Inc
|
84 | $1,740 | |
| 6 | NJR |
New Jersey Resources Corp
|
15 | $823 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
8 | $695 | |
| 8 | RGCO |
Rgc Resources Inc
|
2 | $44 |
All Filings in ATO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,051 | 49 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $8,213 | 49 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||