ACTION POINT FINANCIAL PLANNING, LLC
Position in ATO — Atmos Energy Corp
CIK 2116119
GRAND RAPIDS, MI
Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,538
New position
Shares Held
67
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#933
of 1,035 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $133,248 across 12 Utilities - Regulated Gas names. ATO ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
905 | $50,714 | |
| 2 | NI |
Nisource Inc.
|
737 | $35,040 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
67 | $11,538 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
50 | $6,121 | |
| 5 | UGI |
Ugi Corp /Pa/
|
177 | $6,110 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
66 | $5,850 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
78 | $5,800 | |
| 8 | MDU |
Mdu Resources Group Inc
|
185 | $3,920 |
All Filings in ATO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,538 | 67 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||