Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$40,540,469
-$2,498,919 QoQ
Shares Held
235,331
+1.0% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#92
of 1,035 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, 2026STIFEL FINANCIAL CORP holds $96,591,450 across 13 Utilities - Regulated Gas names. ATO ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
235,331 | $40,540,469 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
335,017 | $12,898,154 | |
| 3 | NJR |
New Jersey Resources Corp
|
183,864 | $10,303,738 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
117,181 | $8,718,266 | |
| 5 | NI |
Nisource Inc.
|
159,095 | $7,564,965 | |
| 6 | UGI |
Ugi Corp /Pa/
|
105,927 | $3,658,718 | |
| 7 | MDU |
Mdu Resources Group Inc
|
161,190 | $3,418,839 | |
| 8 | OGS |
ONE Gas, Inc.
|
41,093 | $3,167,037 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,540,469 | 235,331 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $43,039,388 | 232,998 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $38,323,400 | 228,619 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $41,738,470 | 244,442 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $39,940,070 | 259,166 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $39,431,965 | 255,091 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $36,616,031 | 262,914 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $36,815,573 | 265,414 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,239,451 | 267,805 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $29,807,483 | 250,757 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,517,386 | 133,886 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $13,993,774 | 132,104 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $15,645,983 | 134,485 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,148,373 | 134,820 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,172,932 | 135,388 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,418,634 | 131,749 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,913,558 | 133,038 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $14,102,447 | 118,022 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,889,897 | 103,941 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,443,703 | 61,720 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,844,544 | 60,811 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,507,326 | 86,063 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,949,964 | 62,349 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,927,153 | 62,006 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,498,091 | 65,255 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,200,226 | 72,561 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||