Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,269,747
+$6,249,835 QoQ
Shares Held
106,053
+63.0% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 66%
None 34%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $233,134,941 across 14 Utilities - Regulated Gas names. ATO ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,517,394 | $72,152,082 | |
| 2 | UGI |
Ugi Corp /Pa/
|
1,779,937 | $61,479,023 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
106,053 | $18,269,747 | |
| 4 | RGCO |
Rgc Resources Inc
|
463,371 | $11,074,566 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
123,578 | $10,958,896 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
134,718 | $10,023,018 | |
| 7 | NJR |
New Jersey Resources Corp
|
148,870 | $8,342,674 | |
| 8 | SR |
Spire Inc
|
104,457 | $8,157,046 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,269,747 | 106,053 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,019,912 | 65,071 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $23,658,961 | 141,138 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $24,839,513 | 145,473 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,670,966 | 147,109 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,507,220 | 126,195 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,453,257 | 110,959 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,288,635 | 131,848 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,869,095 | 93,177 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,166,924 | 119,180 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,677,835 | 109,386 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,544,884 | 108,986 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,745,799 | 66,579 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,942,053 | 70,684 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $7,889,837 | 70,401 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,836,133 | 76,938 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,796,507 | 60,629 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,099,962 | 51,050 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,732,549 | 73,805 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,650,521 | 52,727 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,026,408 | 73,108 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,077,757 | 71,601 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,817,190 | 123,831 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $20,462,567 | 214,066 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $18,052,358 | 181,285 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $16,365,307 | 164,923 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||