Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$115,910,661
-$28,204,925 QoQ
Shares Held
672,843
-13.8% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#44
of 1,035 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, 2026HSBC HOLDINGS PLC holds $168,934,144 across 10 Utilities - Regulated Gas names. ATO ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
672,843 | $115,910,661 | |
| 2 | NI |
Nisource Inc.
|
771,230 | $36,671,984 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
39,447 | $3,498,159 | |
| 4 | NJR |
New Jersey Resources Corp
|
60,652 | $3,398,936 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
34,238 | $2,547,307 | |
| 6 | CTRI |
Centuri Holdings, Inc.
|
75,748 | $2,290,619 | |
| 7 | BIPC |
Brookfield Infrastructure Corp
|
32,480 | $1,250,479 | |
| 8 | NWN |
Northwest Natural Holding Co
|
25,195 | $1,236,066 |
All Filings in ATO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,910,661 | 672,843 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $144,115,586 | 780,184 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $136,884,308 | 816,586 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $90,528,234 | 530,180 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $85,160,413 | 552,595 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $64,590,787 | 417,847 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $76,908,373 | 552,225 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $95,387,813 | 687,678 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $85,243,035 | 730,759 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $63,547,423 | 534,596 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $52,547,320 | 453,385 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $50,425,644 | 476,028 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $51,094,897 | 439,186 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $30,085,962 | 267,764 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,001,814 | 330,167 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,245,856 | 277,328 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,125,043 | 170,607 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $15,959,323 | 133,562 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,563,493 | 119,915 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $13,282,478 | 150,595 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,507,875 | 140,546 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,515,067 | 136,723 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $17,308,233 | 181,371 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $12,620,269 | 132,025 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,432,860 | 124,853 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,652,599 | 147,663 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||