Position in ATO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$555,509,558
+$50,310,629 QoQ
Shares Held
3,007,306
-0.2% QoQ
Ownership
1.78%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026Invesco Ltd. holds $1,415,799,129 across 14 Utilities - Regulated Gas names. ATO ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
3,007,306 | $555,509,558 | |
| 2 | NI |
Nisource Inc.
|
7,791,627 | $363,557,311 | |
| 3 | UGI |
Ugi Corp /Pa/
|
2,740,069 | $99,793,309 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
1,060,663 | $73,620,616 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
481,597 | $60,859,409 | |
| 6 | SR |
Spire Inc
|
604,761 | $54,755,057 | |
| 7 | NWN |
Northwest Natural Holding Co
|
799,977 | $42,574,773 | |
| 8 | MDU |
Mdu Resources Group Inc
|
1,881,002 | $38,974,357 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,509,558 | 3,007,306 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $505,198,929 | 3,013,774 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $529,215,716 | 3,099,360 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $475,019,102 | 3,082,338 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $462,361,756 | 2,991,084 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $432,749,069 | 3,107,267 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $399,964,451 | 2,883,458 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $373,563,334 | 3,202,429 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $342,321,698 | 2,879,799 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $239,736,825 | 2,068,480 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $211,615,615 | 1,997,693 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $229,507,519 | 1,972,731 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $246,408,394 | 2,193,026 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $296,039,732 | 2,641,561 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $295,004,852 | 2,896,464 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $320,763,045 | 2,861,401 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $329,399,035 | 2,756,708 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $232,938,909 | 2,223,336 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $245,762,594 | 2,786,424 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $256,566,506 | 2,669,509 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $184,199,459 | 1,863,424 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $211,632,436 | 2,217,672 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $185,113,091 | 1,936,532 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $112,168,303 | 1,126,414 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $214,039,601 | 2,157,005 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||