Skip to main content
Equibles

LPL Financial LLC

Position in ATO — Atmos Energy Corp

CIK 1403438 FORT MILL, SC
Back to ATO Full portfolio

Position in ATO

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$35,511,393
-$375,454 QoQ
Shares Held
206,138
+6.1% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 1,042 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 11% Shared 0% None 89%

Common Shares in ATO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

LPL Financial LLC holds $100,065,066 across 15 Utilities - Regulated Gas names. ATO ranks #1 (35.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ATO
Atmos Energy Corp
This page 		206,138 $35,511,393
2 NI
Nisource Inc.
 350,946 $16,687,482
3 UGI
Ugi Corp /Pa/
 473,203 $16,344,431
4 NJR
New Jersey Resources Corp
 91,023 $5,100,928
5 MDU
Mdu Resources Group Inc
 217,032 $4,603,248
6 BIPC
Brookfield Infrastructure Corp
 112,506 $4,331,481
7 BKH
Black Hills Corp /Sd/
 57,360 $4,267,584
8 SWX
Southwest Gas Holdings, Inc.
 37,997 $3,369,573

All Filings in ATO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $35,511,393 206,138
2026-03-31 $35,886,847 194,277
2025-12-31 $29,277,417 174,655
2025-09-30 $26,136,361 153,068
2025-06-30 $21,953,123 142,451
2025-03-31 $16,968,555 109,772
2024-12-31 $12,676,216 91,019
2024-09-30 $10,303,933 74,284
2024-06-30 $8,123,739 69,642
2024-03-31 $8,138,077 68,462
2023-12-31 $8,262,742 71,292
2023-09-30 $7,379,401 69,663
2023-06-30 $8,052,240 69,213
2023-03-31 $6,921,488 61,601
2022-12-31 $7,541,526 67,293
2022-09-30 $6,286,182 61,720
2022-06-30 $6,652,014 59,340
2022-03-31 $6,603,017 55,260
2021-12-31 $5,447,411 51,994
2021-09-30 $3,736,328 42,362
2021-06-30 $4,189,434 43,590
2021-03-31 $3,911,197 39,567
2020-12-31 $2,856,506 29,933
2020-09-30 $2,546,135 26,636
2020-06-30 $2,023,664 20,322
2020-03-31 $1,735,532 17,490