Position in ATO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,535,751
-$1,138,071 QoQ
Shares Held
37,939
-8.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#239
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026FIFTH THIRD BANCORP holds $42,589,769 across 14 Utilities - Regulated Gas names. ATO ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
191,641 | $6,619,280 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
37,939 | $6,535,751 | |
| 3 | SR |
Spire Inc
|
83,476 | $6,518,640 | |
| 4 | MDU |
Mdu Resources Group Inc
|
266,185 | $5,645,783 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
52,907 | $4,691,792 | |
| 6 | NI |
Nisource Inc.
|
82,550 | $3,925,252 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
30,387 | $2,260,792 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
14,613 | $1,789,800 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,535,751 | 37,939 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $7,673,822 | 41,543 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $1,102,837 | 6,579 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,263,550 | 7,400 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $974,899 | 6,326 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $908,002 | 5,874 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $649,694 | 4,665 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $582,720 | 4,201 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $431,371 | 3,698 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $419,373 | 3,528 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $399,507 | 3,447 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $326,688 | 3,084 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $321,796 | 2,766 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $284,607 | 2,533 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $266,838 | 2,381 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $226,514 | 2,224 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $240,006 | 2,141 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $243,401 | 2,037 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $182,299 | 1,740 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $93,933 | 1,065 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $94,956 | 988 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $116,148 | 1,175 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $98,960 | 1,037 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $200,452 | 2,097 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $217,881 | 2,188 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $242,518 | 2,444 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||