Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,019,912
-$11,639,049 QoQ
Shares Held
65,071
-53.9% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 49.34763565951038.ToString("F0")%
None 50.65236434048962.ToString("F0")%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $223,817,112 across 14 Utilities - Regulated Gas names. ATO ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,539,088 | $71,813,844 | |
| 2 | UGI |
Ugi Corp /Pa/
|
1,654,427 | $60,254,230 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
65,071 | $12,019,912 | |
| 4 | SR |
Spire Inc
|
103,272 | $9,350,246 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
133,983 | $9,299,759 | |
| 6 | RGCO |
Rgc Resources Inc
|
410,287 | $9,046,827 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
99,227 | $8,622,825 | |
| 8 | NWN |
Northwest Natural Holding Co
|
160,223 | $8,527,067 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||