Ballentine Partners, LLC

Position in ATO — Atmos Energy Corp

CIK 1374889 Waltham, MA

Position in ATO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$457,203

-$63,153 QoQ

Shares Held

2,654

-5.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#628

of 1,035 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ballentine Partners, LLC holds $2,440,239 across 6 Utilities - Regulated Gas names. ATO ranks #2 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NWN	Northwest Natural Holding Co	13,329	$653,920
2	ATO	Atmos Energy Corp This page	2,654	$457,203
3	NI	Nisource Inc.	8,628	$410,261
4	BKH	Black Hills Corp /Sd/	5,092	$378,844
5	UGI	Ugi Corp /Pa/	8,420	$290,826
6	SR	Spire Inc	3,191	$249,185

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,203	2,654	-5.8%	Shares	Other	2026-07-17
2026-03-31	$520,356	2,817	+5.0%	Shares	Other	2026-05-14
2025-12-31	$449,918	2,684	+8.5%	Shares	Other	2026-02-03
2025-09-30	$422,435	2,474	+3.1%	Shares	Other	2025-11-03
2025-06-30	$369,863	2,400	+19.5%	Shares	Other	2025-07-15
2025-03-31	$310,550	2,009	+2.8%	Shares	Other	2025-05-01
2024-12-31	$272,132	1,954	-26.2%	Shares	Other	2025-01-16
2024-09-30	$367,164	2,647	—	Shares	Other	2024-10-23
No filing history on record for this holder in this stock.