Position in ATO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$153,148
-$21,227 QoQ
Shares Held
889
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#823
of 1,035 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $5,271,680 across 15 Utilities - Regulated Gas names. ATO ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
50,159 | $2,385,060 | |
| 2 | UGI |
Ugi Corp /Pa/
|
22,111 | $763,713 | |
| 3 | BKH |
Black Hills Corp /Sd/
|
9,324 | $693,705 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
5,770 | $511,683 | |
| 5 | NJR |
New Jersey Resources Corp
|
6,313 | $353,780 | |
| 6 | OGS |
ONE Gas, Inc.
|
4,256 | $328,009 | |
| 7 | ATO |
Atmos Energy Corp
This page
|
889 | $153,148 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
877 | $33,764 |
All Filings in ATO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,148 | 889 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $174,375 | 944 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,277 | 115 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,611 | 68 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,476 | 55 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,274 | 60 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,481 | 25 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,219 | 16 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,633 | 14 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $1,738 | 15 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||