Position in ATO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,085,746
+$5,257,646 QoQ
Shares Held
64,351
+104.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
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, 2026MACKENZIE FINANCIAL CORP holds $106,922,325 across 9 Utilities - Regulated Gas names. ATO ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
1,526,713 | $52,732,667 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
418,986 | $16,130,961 | |
| 3 | CTRI |
Centuri Holdings, Inc.
|
367,667 | $11,118,250 | |
| 4 | ATO |
Atmos Energy Corp
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|
64,351 | $11,085,746 | |
| 5 | NI |
Nisource Inc.
|
138,902 | $6,604,790 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
69,409 | $5,164,029 | |
| 7 | SR |
Spire Inc
|
37,387 | $2,919,550 | |
| 8 | NJR |
New Jersey Resources Corp
|
13,646 | $764,721 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,085,746 | 64,351 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,828,100 | 31,551 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,180,940 | 30,907 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,030,129 | 17,746 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,035,196 | 19,695 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,028,067 | 19,589 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,723,842 | 19,558 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $1,829,030 | 13,186 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,666,816 | 40,007 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,915,950 | 91,831 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,061,020 | 35,039 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,801,403 | 35,886 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,050,376 | 17,624 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,358,207 | 12,088 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,287,011 | 11,484 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,155,386 | 11,344 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,096,001 | 9,777 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $226,194 | 1,893 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $298,280 | 2,847 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $782,775 | 8,875 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $601,936 | 6,263 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $584,005 | 5,908 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $375,803 | 3,938 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $333,895 | 3,493 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $339,866 | 3,413 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $407,835 | 4,110 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||