Position in ATO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$519,738
-$169,821 QoQ
Shares Held
3,017
-19.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#601
of 1,035 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $574,774 across 5 Utilities - Regulated Gas names. ATO ranks #1 (90.4% of the industry book) .
All Filings in ATO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,738 | 3,017 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $689,559 | 3,733 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,344,560 | 8,021 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,360,194 | 7,966 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,239,814 | 8,045 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||