Position in ATO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$470,488,673
-$13,520,653 QoQ
Shares Held
2,547,037
-11.8% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026DEUTSCHE BANK AG\ holds $1,294,369,567 across 15 Utilities - Regulated Gas names. ATO ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
11,718,076 | $546,765,422 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
2,547,037 | $470,488,673 | |
| 3 | SR |
Spire Inc
|
2,184,118 | $197,750,042 | |
| 4 | OGS |
ONE Gas, Inc.
|
373,703 | $32,187,037 | |
| 5 | MDU |
Mdu Resources Group Inc
|
391,304 | $8,107,816 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
92,246 | $8,016,176 | |
| 7 | NJR |
New Jersey Resources Corp
|
135,213 | $7,425,897 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
160,549 | $6,344,895 |
All Filings in ATO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $470,488,673 | 2,547,037 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $484,009,326 | 2,887,367 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $484,845,816 | 2,839,507 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $441,194,273 | 2,862,853 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $447,030,207 | 2,891,902 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $428,732,107 | 3,078,424 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $418,908,774 | 3,020,033 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $337,097,383 | 2,889,819 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $367,476,496 | 3,091,415 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $364,059,166 | 3,141,149 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $358,514,785 | 3,384,450 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $461,182,691 | 3,964,094 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $472,998,180 | 4,209,667 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $508,653,450 | 4,538,712 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $499,603,072 | 4,905,283 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $551,283,135 | 4,917,780 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $511,533,221 | 4,280,971 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $406,970,680 | 3,884,420 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $261,352,560 | 2,963,181 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $206,134,226 | 2,144,774 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $46,561,312 | 471,030 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $75,448,386 | 790,615 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $102,012,018 | 1,067,183 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $156,846,762 | 1,575,083 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $156,460,599 | 1,576,747 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||