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Equibles

CAPTRUST FINANCIAL ADVISORS

Position in ATO — Atmos Energy Corp

CIK 1512024 RALEIGH, NC
Back to ATO Full portfolio

Position in ATO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,667,338
-$645,468 QoQ
Shares Held
32,898
-3.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#255
of 1,044 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 32% Shared 0% None 68%

Common Shares in ATO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $231,408,335 across 14 Utilities - Regulated Gas names. ATO ranks #5 (2.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UGI
Ugi Corp /Pa/
 3,280,003 $113,291,303
2 SR
Spire Inc
 1,084,020 $84,651,121
3 NJR
New Jersey Resources Corp
 117,768 $6,599,718
4 MDU
Mdu Resources Group Inc
 279,197 $5,921,768
5 ATO
Atmos Energy Corp
This page 		32,898 $5,667,338
6 BKH
Black Hills Corp /Sd/
 55,567 $4,134,184
7 NI
Nisource Inc.
 83,827 $3,985,973
8 OGS
ONE Gas, Inc.
 49,256 $3,796,159

All Filings in ATO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,667,338 32,898
2026-03-31 $6,312,806 34,175
2025-12-31 $3,526,767 21,039
2025-09-30 $3,655,586 21,409
2025-06-30 $3,293,793 21,373
2025-03-31 $4,021,553 26,016
2024-12-31 $3,126,890 22,452
2024-09-30 $3,278,133 23,633
2024-06-30 $3,350,071 28,719
2024-03-31 $3,036,534 25,545
2023-12-31 $5,217,586 45,018
2023-09-30 $4,232,645 39,957
2023-06-30 $4,273,517 36,733
2023-03-31 $4,095,746 36,452
2022-12-31 $4,021,856 35,887
2022-09-30 $3,493,455 34,300
2022-06-30 $4,120,123 36,754
2022-03-31 $3,604,893 30,169
2021-12-31 $1,246,867 11,901
2021-09-30 $1,026,295 11,636
2021-06-30 $1,114,203 11,593
2021-03-31 $1,137,763 11,510
2020-12-31 $980,352 10,273
2020-09-30 $893,957 9,352
2020-06-30 $1,013,027 10,173
2020-03-31 $1,021,870 10,298