Position in ATO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,990,372
-$586,842 QoQ
Shares Held
40,578
-1.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#232
of 1,035 holders
Holding Since
Mar 2020
22 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, 2026UMB Bank, n.a. holds $8,371,090 across 12 Utilities - Regulated Gas names. ATO ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
40,578 | $6,990,372 | |
| 2 | NI |
Nisource Inc.
|
10,087 | $479,636 | |
| 3 | SR |
Spire Inc
|
3,401 | $265,584 | |
| 4 | UGI |
Ugi Corp /Pa/
|
6,567 | $226,823 | |
| 5 | NJR |
New Jersey Resources Corp
|
2,266 | $126,985 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,346 | $103,736 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
701 | $52,153 | |
| 8 | CPK |
Chesapeake Utilities Corp
|
399 | $48,868 |
All Filings in ATO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,990,372 | 40,578 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,577,214 | 41,020 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,622,390 | 39,506 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,844,855 | 40,087 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,202,311 | 40,246 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,837,404 | 37,763 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $167,263 | 1,201 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $167,006 | 1,204 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $128,548 | 1,102 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $145,734 | 1,226 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $176,863 | 1,526 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $215,037 | 2,030 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $237,216 | 2,039 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $229,888 | 2,046 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $227,053 | 2,026 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $206,348 | 2,026 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $229,468 | 2,047 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $245,790 | 2,057 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $225,988 | 2,157 | Shares | Defined | 2022-02-09 | |
| 2020-09-30 | $314,108 | 3,286 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $327,219 | 3,286 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $325,275 | 3,278 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||