Position in ATO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$245,553,466
+$19,412,384 QoQ
Shares Held
1,329,328
-1.5% QoQ
Ownership
0.796%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $532,408,015 across 16 Utilities - Regulated Gas names. ATO ranks #1 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
1,329,328 | $245,553,466 | |
| 2 | NJR |
New Jersey Resources Corp
|
2,468,590 | $135,574,961 | |
| 3 | NI |
Nisource Inc.
|
959,638 | $44,776,707 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
893,099 | $35,295,271 | |
| 5 | MDU |
Mdu Resources Group Inc
|
845,685 | $17,522,591 | |
| 6 | OGS |
ONE Gas, Inc.
|
149,712 | $12,894,693 | |
| 7 | UGI |
Ugi Corp /Pa/
|
280,077 | $10,200,402 | |
| 8 | SR |
Spire Inc
|
90,734 | $8,215,055 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,553,466 | 1,329,328 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $226,141,082 | 1,349,049 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $217,782,916 | 1,275,449 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $186,029,415 | 1,207,121 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $175,008,827 | 1,132,157 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $162,558,588 | 1,167,219 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $174,440,584 | 1,257,592 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $148,787,539 | 1,275,504 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $156,984,593 | 1,320,641 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $138,099,137 | 1,191,537 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $127,570,862 | 1,204,294 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $141,553,320 | 1,216,721 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $133,826,377 | 1,191,050 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $132,633,161 | 1,183,485 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $116,781,412 | 1,146,602 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $141,860,531 | 1,265,482 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $155,894,659 | 1,304,667 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $125,916,775 | 1,201,840 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $126,474,740 | 1,433,954 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $138,675,866 | 1,442,887 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $160,272,818 | 1,621,374 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $144,229,846 | 1,511,368 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $97,520,342 | 1,020,194 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $98,325,789 | 987,405 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $114,770,308 | 1,156,609 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||