Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$526,112
-$47,258 QoQ
Shares Held
3,054
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#591
of 1,025 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $1,609,516 across 14 Utilities - Regulated Gas names. ATO ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
3,054 | $526,112 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
3,405 | $417,044 | |
| 3 | NI |
Nisource Inc.
|
6,314 | $300,230 | |
| 4 | SPH |
Suburban Propane Partners LP
|
7,300 | $124,830 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
1,324 | $98,505 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
512 | $45,404 | |
| 7 | UGI |
Ugi Corp /Pa/
|
969 | $33,469 | |
| 8 | OGS |
ONE Gas, Inc.
|
234 | $18,034 |
All Filings in ATO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,112 | 3,054 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $573,370 | 3,104 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $246,248 | 1,469 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $244,855 | 1,434 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $227,004 | 1,473 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $207,755 | 1,344 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $178,683 | 1,283 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $172,139 | 1,241 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $181,857 | 1,559 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $163,802 | 1,378 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $161,216 | 1,391 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $147,030 | 1,388 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $162,177 | 1,394 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $165,731 | 1,475 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $176,174 | 1,572 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $164,691 | 1,617 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $181,265 | 1,617 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $140,601 | 1,342 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $191,570 | 2,172 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $208,750 | 2,172 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $216,778 | 2,193 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||