CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ATO — Atmos Energy Corp
CIK 884546
SAN FRANCISCO, CA
Position in ATO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$191,484,631
+$27,065,752 QoQ
Shares Held
1,036,621
+5.7% QoQ
Ownership
0.621%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,005,158,006 across 15 Utilities - Regulated Gas names. ATO ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
4,472,631 | $208,692,962 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
1,036,621 | $191,484,631 | |
| 3 | UGI |
Ugi Corp /Pa/
|
2,462,980 | $89,701,731 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
1,216,351 | $84,426,922 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
833,953 | $72,470,515 | |
| 6 | SR |
Spire Inc
|
732,870 | $66,354,049 | |
| 7 | NJR |
New Jersey Resources Corp
|
1,195,884 | $65,677,949 | |
| 8 | OGS |
ONE Gas, Inc.
|
755,452 | $65,067,080 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $191,484,631 | 1,036,621 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $164,418,879 | 980,844 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $165,543,149 | 969,506 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $148,017,723 | 960,468 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $146,939,574 | 950,573 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $127,528,842 | 915,695 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $122,890,124 | 885,950 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $99,315,226 | 851,395 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $99,187,029 | 834,416 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $93,315,957 | 805,142 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $83,385,659 | 787,177 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $132,090,923 | 1,135,387 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $126,735,226 | 1,127,939 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $123,240,241 | 1,099,672 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $108,615,691 | 1,066,428 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $116,620,768 | 1,040,328 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $119,802,107 | 1,002,612 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $99,783,262 | 952,403 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $80,338,204 | 910,864 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $84,973,638 | 884,129 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $83,704,005 | 846,778 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $77,647,287 | 813,657 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $75,314,213 | 787,888 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $80,820,522 | 811,614 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $77,992,993 | 785,982 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||