Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,062,436
+$578,166 QoQ
Shares Held
27,406
+2.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026DEAN INVESTMENT ASSOCIATES, LLC holds $8,103,656 across 2 Utilities - Regulated Gas names. ATO ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
27,406 | $5,062,436 | |
| 2 | CPK |
Chesapeake Utilities Corp
|
24,066 | $3,041,220 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,062,436 | 27,406 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,484,270 | 26,751 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,484,407 | 26,263 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,799,119 | 24,652 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,665,400 | 23,712 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,147,641 | 22,601 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,339,027 | 24,072 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $2,889,070 | 24,767 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,117,312 | 17,812 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,042,621 | 17,624 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,762,992 | 16,643 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,714,735 | 14,739 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,701,692 | 15,145 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,730,360 | 15,440 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,511,454 | 14,840 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,695,400 | 15,124 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $1,808,720 | 15,137 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,614,191 | 15,407 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,447,097 | 16,407 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,438,670 | 14,969 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,493,228 | 15,106 | Shares | Defined | 2021-05-04 | |
| 2020-12-31 | $1,252,327 | 13,123 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $935,539 | 9,787 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $764,276 | 7,675 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $948,936 | 9,563 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||