Position in ATO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,452,807
-$447,740 QoQ
Shares Held
20,043
-5.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#310
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $29,404,988 across 13 Utilities - Regulated Gas names. ATO ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
88,646 | $4,967,721 | |
| 2 | NI |
Nisource Inc.
|
96,404 | $4,584,010 | |
| 3 | UGI |
Ugi Corp /Pa/
|
131,746 | $4,550,506 | |
| 4 | SPH |
Suburban Propane Partners LP
|
205,071 | $3,506,714 | |
| 5 | ATO |
Atmos Energy Corp
This page
|
20,043 | $3,452,807 | |
| 6 | MDU |
Mdu Resources Group Inc
|
142,875 | $3,030,378 | |
| 7 | NWN |
Northwest Natural Holding Co
|
24,358 | $1,195,003 | |
| 8 | SR |
Spire Inc
|
11,746 | $917,245 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,452,807 | 20,043 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,900,547 | 21,116 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,738,316 | 22,301 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,183,970 | 30,360 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,442,066 | 28,824 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,611,275 | 29,831 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,528,544 | 25,336 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,247,755 | 23,414 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,756,672 | 23,632 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,621,202 | 22,051 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,597,319 | 22,410 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,394,018 | 22,600 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,676,634 | 23,007 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,595,853 | 23,103 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,539,394 | 22,659 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,136,507 | 20,977 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,254,106 | 20,108 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,435,086 | 20,379 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,038,090 | 19,453 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,650,751 | 18,716 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,823,206 | 18,970 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,735,015 | 17,552 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,679,854 | 17,603 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,829,305 | 19,137 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,970,389 | 19,787 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,952,449 | 19,676 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||