J.W. COLE ADVISORS, INC.

Position in ATO — Atmos Energy Corp

CIK 1404763 TAMPA, FL

Position in ATO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$378,477

-$212,257 QoQ

Shares Held

2,197

-31.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#664

of 1,035 holders

Holding Since

Sep 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $1,658,228 across 5 Utilities - Regulated Gas names. ATO ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	8,647	$411,164
2	ATO	Atmos Energy Corp This page	2,197	$378,477
3	UGI	Ugi Corp /Pa/	10,702	$369,647
4	BKH	Black Hills Corp /Sd/	3,443	$256,159
5	SR	Spire Inc	3,109	$242,781

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,477	2,197	-31.3%	Shares	Sole	2026-07-21
2026-03-31	$590,734	3,198	-2.2%	Shares	Sole	2026-04-23
2025-12-31	$547,982	3,269	-12.1%	Shares	Sole	2026-02-11
2025-09-30	$634,848	3,718	-0.7%	Shares	Sole	2025-11-05
2025-06-30	$577,141	3,745	+0.9%	Shares	Sole	2025-08-12
2025-03-31	$573,955	3,713	-2.2%	Shares	Sole	2025-05-05
2020-09-30	$362,955	3,797	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.