Position in ATO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$132,447,030
-$6,644,542 QoQ
Shares Held
768,834
+2.1% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#40
of 1,042 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 14%
None 12%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,347,233,858 across 14 Utilities - Regulated Gas names. ATO ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
4,313,917 | $241,751,907 | |
| 2 | MDU |
Mdu Resources Group Inc
|
10,435,060 | $221,327,620 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
768,834 | $132,447,030 | |
| 4 | NI |
Nisource Inc.
|
2,607,612 | $123,991,949 | |
| 5 | UGI |
Ugi Corp /Pa/
|
2,980,373 | $102,942,080 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,058,783 | $93,892,874 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
1,171,138 | $87,132,665 | |
| 8 | SR |
Spire Inc
|
1,029,256 | $80,374,598 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,447,030 | 768,834 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $139,091,572 | 752,986 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $122,939,504 | 733,398 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $125,135,673 | 732,859 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $110,498,717 | 717,012 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $111,448,158 | 720,974 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $103,356,582 | 742,131 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $103,169,721 | 743,780 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $82,917,851 | 710,826 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $71,050,617 | 597,717 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $69,918,991 | 603,270 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $61,096,291 | 576,761 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $66,470,624 | 571,348 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $63,210,700 | 562,573 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $64,668,085 | 577,033 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $58,643,497 | 575,783 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $64,904,553 | 578,988 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $66,440,741 | 556,036 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $54,381,811 | 519,059 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $44,320,147 | 502,496 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $46,703,308 | 485,936 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $46,215,933 | 467,536 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $44,979,308 | 471,333 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $44,837,063 | 469,056 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $44,007,688 | 441,933 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $44,033,808 | 443,755 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||