Position in ATO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,477,491
-$2,741,252 QoQ
Shares Held
31,796
-28.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#71
of 510 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026M&T Bank Corp holds $17,495,663 across 12 Utilities - Regulated Gas names. ATO ranks #1 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
31,796 | $5,477,491 | |
| 2 | MDU |
Mdu Resources Group Inc
|
166,723 | $3,536,189 | |
| 3 | UGI |
Ugi Corp /Pa/
|
84,079 | $2,904,083 | |
| 4 | NI |
Nisource Inc.
|
57,393 | $2,729,033 | |
| 5 | SR |
Spire Inc
|
5,888 | $459,790 | |
| 6 | CPK |
Chesapeake Utilities Corp
|
3,695 | $452,562 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,569 | $405,175 | |
| 8 | OGS |
ONE Gas, Inc.
|
4,875 | $375,712 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,477,491 | 31,796 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $8,218,743 | 44,493 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,482,322 | 56,567 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $7,948,238 | 46,549 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,357,111 | 67,206 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $11,204,572 | 72,484 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $10,805,399 | 77,586 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $9,870,877 | 71,162 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $8,473,801 | 72,643 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $8,957,682 | 75,357 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $7,947,027 | 68,568 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $6,812,460 | 64,311 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $7,846,430 | 67,444 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $7,386,767 | 65,742 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,737,084 | 69,038 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,082,440 | 69,538 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $8,010,551 | 71,459 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $7,355,919 | 61,561 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $493,045 | 4,706 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $559,186 | 6,340 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $625,672 | 6,510 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $662,291 | 6,700 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $643,959 | 6,748 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $442,196 | 4,626 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $379,398 | 3,810 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $412,694 | 4,159 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||