Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$34,355,286
+$3,876,305 QoQ
Shares Held
199,427
+20.9% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#101
of 1,040 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $364,470,615 across 12 Utilities - Regulated Gas names. ATO ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
5,887,517 | $226,669,404 | |
| 2 | NI |
Nisource Inc.
|
1,688,775 | $80,301,249 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
199,427 | $34,355,286 | |
| 4 | UGI |
Ugi Corp /Pa/
|
288,573 | $9,967,309 | |
| 5 | NJR |
New Jersey Resources Corp
|
42,890 | $2,403,553 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
26,146 | $2,318,626 | |
| 7 | OGS |
ONE Gas, Inc.
|
27,551 | $2,123,355 | |
| 8 | SR |
Spire Inc
|
26,318 | $2,055,170 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,355,286 | 199,427 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $30,478,981 | 165,001 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $33,634,118 | 200,645 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $33,627,501 | 196,940 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $30,173,656 | 195,793 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $36,090,099 | 233,472 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $34,788,528 | 249,792 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,565,398 | 278,029 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $33,634,277 | 288,335 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $30,174,196 | 253,842 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $31,231,919 | 269,473 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $23,438,917 | 221,268 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $27,629,933 | 237,493 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $19,522,434 | 173,749 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $20,759,620 | 185,238 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $18,169,018 | 178,390 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $18,752,981 | 167,288 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $19,734,607 | 165,157 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $19,555,422 | 186,651 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $17,413,323 | 197,430 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $15,955,409 | 166,012 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,894,451 | 140,561 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,263,399 | 107,549 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,867,183 | 71,840 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,439,519 | 74,709 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $7,759,088 | 78,193 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||