Position in ATO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$775,719,261
+$141,658,789 QoQ
Shares Held
4,199,433
+11.0% QoQ
Ownership
2.52%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $1,469,416,711 across 15 Utilities - Regulated Gas names. ATO ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
4,199,433 | $775,719,261 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
4,086,691 | $161,506,025 | |
| 3 | NI |
Nisource Inc.
|
3,087,159 | $144,046,837 | |
| 4 | MDU |
Mdu Resources Group Inc
|
6,202,460 | $128,514,969 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
899,963 | $62,466,429 | |
| 6 | OGS |
ONE Gas, Inc.
|
503,289 | $43,348,278 | |
| 7 | SR |
Spire Inc
|
385,682 | $34,919,646 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
395,336 | $34,354,696 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $775,719,261 | 4,199,433 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $634,060,472 | 3,782,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $638,101,797 | 3,737,053 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $562,850,864 | 3,652,267 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $289,623,249 | 1,873,614 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $238,628,140 | 1,713,421 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $142,392,888 | 1,026,551 | Shares | Defined | 2025-03-18 | |
| 2024-06-30 | $181,084,191 | 1,552,372 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $119,882,058 | 1,008,514 | Shares | Defined | 2025-03-18 | |
| 2023-12-31 | $177,311,002 | 1,529,862 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $141,864,947 | 1,339,233 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $156,921,367 | 1,348,817 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $171,269,108 | 1,524,289 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $165,337,092 | 1,475,302 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $154,306,617 | 1,515,038 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $162,409,803 | 1,448,794 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $172,131,555 | 1,440,552 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $95,082,020 | 907,531 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $99,176,224 | 1,124,447 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $113,076,487 | 1,176,532 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $112,861,786 | 1,141,748 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $83,547,054 | 875,480 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $92,027,261 | 962,729 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $89,208,341 | 895,846 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $76,858,892 | 774,553 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||