Position in ATO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,243,423
+$575,441 QoQ
Shares Held
39,213
-1.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.83722234973096.ToString("F0")%
Shared 0.ToString("F0")%
None 9.162777650269044.ToString("F0")%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $512,031,709 across 11 Utilities - Regulated Gas names. ATO ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
5,986,389 | $279,324,908 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
1,576,371 | $109,415,908 | |
| 3 | OGS |
ONE Gas, Inc.
|
720,187 | $62,029,704 | |
| 4 | UGI |
Ugi Corp /Pa/
|
435,675 | $15,867,282 | |
| 5 | MDU |
Mdu Resources Group Inc
|
590,225 | $12,229,461 | |
| 6 | NWN |
Northwest Natural Holding Co
|
154,521 | $8,223,605 | |
| 7 | ATO |
Atmos Energy Corp
This page
|
39,213 | $7,243,423 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
64,754 | $5,627,118 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,243,423 | 39,213 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,667,982 | 39,778 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,635,937 | 44,720 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,036,022 | 39,167 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $5,983,635 | 38,709 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,008,844 | 35,965 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,936,628 | 21,171 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $4,099,312 | 35,142 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,084,357 | 51,185 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,451,773 | 72,923 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,210,568 | 58,629 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,156,131 | 87,297 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,637,091 | 32,370 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,228,959 | 28,812 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,981,083 | 19,451 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,023,851 | 18,054 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,022,724 | 16,928 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $27,988,570 | 267,143 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $25,896,135 | 293,607 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $28,625,977 | 297,846 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,382,370 | 297,242 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $28,911,948 | 302,965 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $28,532,179 | 298,485 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $30,220,637 | 303,481 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $34,988,496 | 352,600 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||