Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$68,963,732
+$15,175,290 QoQ
Shares Held
373,342
+16.4% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026BARCLAYS PLC holds $304,813,433 across 16 Utilities - Regulated Gas names. ATO ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
3,491,513 | $162,913,994 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
373,342 | $68,963,732 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
249,295 | $21,663,734 | |
| 4 | NJR |
New Jersey Resources Corp
|
217,534 | $11,946,967 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
273,758 | $10,818,916 | |
| 6 | UGI |
Ugi Corp /Pa/
|
175,802 | $6,402,708 | |
| 7 | OGS |
ONE Gas, Inc.
|
72,722 | $6,263,545 | |
| 8 | CTRI |
Centuri Holdings, Inc.
|
147,526 | $4,309,232 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,963,732 | 373,342 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $53,788,442 | 320,876 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,763,182 | 350,004 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $68,381,994 | 443,722 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $73,476,200 | 475,328 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $45,936,258 | 329,836 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $77,787,179 | 560,790 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $56,899,886 | 487,783 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $71,176,858 | 598,779 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $54,189,970 | 467,558 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $46,334,311 | 437,405 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $49,872,746 | 428,681 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $19,282,884 | 171,617 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $26,195,241 | 233,740 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $23,146,226 | 227,258 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $21,059,889 | 187,867 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $26,665,746 | 223,163 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,748,231 | 198,036 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $20,629,891 | 233,899 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $20,195,498 | 210,129 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,811,023 | 170,066 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,433,023 | 151,242 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,265,239 | 191,079 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $35,647,846 | 357,982 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $30,728,056 | 309,665 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||