Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,991,429
+$2,194,604 QoQ
Shares Held
21,608
+101.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $35,959,091 across 12 Utilities - Regulated Gas names. ATO ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
|
157,336 | $19,882,550 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
21,608 | $3,991,429 | |
| 3 | UGI |
Ugi Corp /Pa/
|
61,794 | $2,250,537 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
27,761 | $1,926,891 | |
| 5 | NI |
Nisource Inc.
|
40,115 | $1,871,765 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
19,296 | $1,676,822 | |
| 7 | OGS |
ONE Gas, Inc.
|
16,023 | $1,380,060 | |
| 8 | NJR |
New Jersey Resources Corp
|
17,057 | $936,770 |
All Filings in ATO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,991,429 | 21,608 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,796,825 | 10,719 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,847,173 | 10,818 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,175,088 | 7,625 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,143,892 | 7,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $753,032 | 5,407 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $889,764 | 7,677 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $768,945 | 7,259 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $806,236 | 6,930 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,002,588 | 8,923 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $920,655 | 8,215 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $442,640 | 4,346 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $372,284 | 3,321 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $235,275 | 1,969 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $203,987 | 1,947 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $227,291 | 2,577 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $310,915 | 3,235 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $227,651 | 2,303 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $270,162 | 2,831 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $247,769 | 2,592 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $293,362 | 2,946 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $321,405 | 3,239 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||