Position in ATO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$267,018
-$21,145 QoQ
Shares Held
1,550
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#751
of 1,040 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BURNEY CO/ holds $19,426,187 across 4 Utilities - Regulated Gas names. ATO ranks #4 (1.4% of the industry book) .
All Filings in ATO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,018 | 1,550 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $288,163 | 1,560 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $259,826 | 1,550 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $264,662 | 1,550 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $238,870 | 1,550 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $239,599 | 1,550 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $242,329 | 1,740 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $241,355 | 1,740 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $202,971 | 1,740 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $206,833 | 1,740 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $201,666 | 1,740 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $202,431 | 1,740 | Shares | Sole | 2023-08-09 | |
| 2022-03-31 | $231,810 | 1,940 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $203,253 | 1,940 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||