Position in ATO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$109,860,885
-$2,438,715 QoQ
Shares Held
637,725
+4.9% QoQ
Ownership
0.377%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#47
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $453,938,313 across 7 Utilities - Regulated Gas names. ATO ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
3,097,280 | $147,275,663 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
637,725 | $109,860,885 | |
| 3 | SR |
Spire Inc
|
967,949 | $75,587,136 | |
| 4 | OGS |
ONE Gas, Inc.
|
576,000 | $44,392,320 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
459,540 | $34,189,776 | |
| 6 | NWN |
Northwest Natural Holding Co
|
613,090 | $30,078,195 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
141,569 | $12,554,338 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,860,885 | 637,725 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $112,299,600 | 607,945 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $109,346,054 | 652,306 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $119,098,808 | 697,504 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $114,839,381 | 745,178 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $125,724,242 | 813,328 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $114,125,915 | 819,458 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $118,533,104 | 854,539 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $107,486,092 | 921,441 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $121,197,355 | 1,019,579 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $118,140,347 | 1,019,330 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $103,492,338 | 976,988 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $119,473,966 | 1,026,938 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $121,716,779 | 1,083,275 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $118,482,197 | 1,057,216 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $107,237,559 | 1,052,897 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $113,884,856 | 1,015,922 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $124,256,336 | 1,039,889 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $119,998,529 | 1,145,352 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $100,792,402 | 1,142,771 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $105,037,273 | 1,092,886 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $108,437,461 | 1,096,990 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $92,896,810 | 973,455 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $92,698,880 | 969,755 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $93,282,560 | 936,760 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $93,050,451 | 937,725 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||