Position in ATO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,392,113
-$3,387,147 QoQ
Shares Held
8,081
-68.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#432
of 1,035 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $2,992,496 across 7 Utilities - Regulated Gas names. ATO ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
8,081 | $1,392,113 | |
| 2 | NJR |
New Jersey Resources Corp
|
5,877 | $329,347 | |
| 3 | OGS |
ONE Gas, Inc.
|
4,203 | $323,925 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
3,400 | $252,960 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
2,830 | $250,964 | |
| 6 | UGI |
Ugi Corp /Pa/
|
6,939 | $239,673 | |
| 7 | NI |
Nisource Inc.
|
4,280 | $203,514 |
All Filings in ATO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,392,113 | 8,081 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,779,260 | 25,873 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $4,049,605 | 24,158 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,522,484 | 26,486 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $3,932,886 | 25,520 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,151,775 | 7,451 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,668,092 | 26,338 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $3,690,794 | 26,608 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,150,015 | 27,004 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $3,214,838 | 27,045 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $3,190,610 | 27,529 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $2,935,425 | 27,711 | Shares | Defined | 2023-11-13 | |
| 2020-06-30 | $1,493 | 15 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,488 | 15 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||