Forvis Mazars Wealth Advisors, LLC

Position in ATO — Atmos Energy Corp

CIK 1352864 Springfield, MO

Position in ATO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,511,696

+$1,958,645 QoQ

Shares Held

14,580

+387.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#354

of 1,035 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $3,758,381 across 5 Utilities - Regulated Gas names. ATO ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp This page	14,580	$2,511,696
2	CPK	Chesapeake Utilities Corp	3,088	$378,218
3	NJR	New Jersey Resources Corp	6,013	$336,968
4	UGI	Ugi Corp /Pa/	8,536	$294,833
5	BKH	Black Hills Corp /Sd/	3,181	$236,666

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,511,696	14,580	+387.0%	Shares	Sole	2026-08-10
2026-03-31	$553,051	2,994	-1.9%	Shares	Sole	2026-05-01
2025-12-31	$511,439	3,051	+4.1%	Shares	Sole	2026-02-10
2025-09-30	$500,297	2,930	-2.4%	Shares	Sole	2025-10-30
2025-06-30	$462,638	3,002	+2.5%	Shares	Sole	2025-07-29
2025-03-31	$452,764	2,929	+2.3%	Shares	Sole	2025-05-13
2024-12-31	$398,590	2,862	-0.6%	Shares	Sole	2025-02-04
2024-09-30	$399,346	2,879	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$334,202	2,865	+7.8%	Shares	Sole	2024-08-09
2024-03-31	$315,956	2,658	0.0%	Shares	Sole	2024-04-19
2023-12-31	$308,062	2,658	0.0%	Shares	Sole	2024-01-11
2023-09-30	$281,561	2,658	-0.1%	Shares	Sole	2023-10-26
2023-06-30	$309,464	2,660	0.0%	Shares	Sole	2023-08-08
2023-03-31	$298,877	2,660	0.0%	Shares	Sole	2023-04-27
2022-12-31	$298,106	2,660	0.0%	Shares	Sole	2023-02-03
2022-09-30	$270,921	2,660	-0.0%	Shares	Sole	2022-10-14
2022-06-30	$298,298	2,661	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.