Position in ATO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$36,892,997
-$7,755,119 QoQ
Shares Held
214,158
-11.4% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#95
of 1,042 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, 2026CITIGROUP INC holds $117,309,028 across 14 Utilities - Regulated Gas names. ATO ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
214,158 | $36,892,997 | |
| 2 | NI |
Nisource Inc.
|
624,075 | $29,674,765 | |
| 3 | UGI |
Ugi Corp /Pa/
|
358,106 | $12,368,980 | |
| 4 | NJR |
New Jersey Resources Corp
|
138,481 | $7,760,473 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
76,354 | $5,680,737 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
63,895 | $5,666,207 | |
| 7 | OGS |
ONE Gas, Inc.
|
59,770 | $4,606,473 | |
| 8 | NWN |
Northwest Natural Holding Co
|
75,701 | $3,713,890 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,892,997 | 214,158 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $44,648,116 | 241,707 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $56,468,677 | 336,865 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $55,565,975 | 325,423 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $50,303,814 | 326,415 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $28,668,095 | 185,458 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $38,832,931 | 278,832 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $49,120,954 | 354,127 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $37,548,700 | 321,892 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $43,929,833 | 369,562 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $37,595,293 | 324,377 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $42,702,816 | 403,123 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $50,003,162 | 429,802 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $34,977,666 | 311,300 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $15,625,806 | 139,429 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $14,786,378 | 145,178 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $15,000,323 | 133,812 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $16,125,533 | 134,953 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $21,258,146 | 202,903 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $37,401,738 | 424,056 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $32,066,907 | 333,648 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $12,304,846 | 124,480 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $11,706,205 | 122,668 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $11,866,445 | 124,139 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,581,877 | 156,476 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $10,944,966 | 110,299 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||