Chicago Partners Investment Group LLC

Position in ATO — Atmos Energy Corp

CIK 1563525 CHICAGO, IL

Position in ATO

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

Position Value

$2,517,036

+$1,016,741 QoQ

Shares Held

14,611

+79.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#353

of 1,035 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Utilities · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $5,874,534 across 5 Utilities - Regulated Gas names. ATO ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp This page	14,611	$2,517,036
2	BIPC	Brookfield Infrastructure Corp	47,922	$1,844,997
3	NI	Nisource Inc.	15,447	$734,504
4	UGI	Ugi Corp /Pa/	12,154	$419,799
5	SR	Spire Inc	4,587	$358,198

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,517,036	14,611	+79.9%	Shares	Sole	2026-07-30
2026-03-31	$1,500,295	8,122	+31.9%	Shares	Sole	2026-05-04
2025-12-31	$1,032,097	6,157	-0.1%	Shares	Sole	2026-01-28
2025-09-30	$1,052,161	6,162	+4.4%	Shares	Sole	2025-10-30
2025-06-30	$909,403	5,901	+3.0%	Shares	Sole	2025-07-29
2025-03-31	$885,897	5,731	-13.3%	Shares	Sole	2025-05-09
2024-12-31	$920,574	6,610	+0.0%	Shares	Sole	2025-01-24
2024-09-30	$916,734	6,609	+17.4%	Shares	Sole	2024-10-29
2024-06-30	$656,622	5,629	0.0%	Shares	Sole	2024-07-31
2024-03-31	$669,119	5,629	-2.3%	Shares	Sole	2024-04-25
2023-12-31	$667,468	5,759	+2.3%	Shares	Sole	2024-02-23
2023-09-30	$596,385	5,630	-0.1%	Shares	Sole	2023-10-26
2023-06-30	$655,575	5,635	-0.4%	Shares	Sole	2023-08-08
2023-03-31	$635,620	5,657	+0.3%	Shares	Sole	2023-04-26
2022-12-31	$632,074	5,640	-0.1%	Shares	Sole	2023-02-09
2022-09-30	$575,045	5,646	+1.1%	Shares	Sole	2022-11-09
2022-06-30	$626,078	5,585	+0.3%	Shares	Sole	2022-08-04
2022-03-31	$665,439	5,569	+0.0%	Shares	Sole	2022-05-20
2021-12-31	$583,254	5,567	+0.7%	Shares	Sole	2022-02-15
2021-09-30	$487,834	5,531	-0.6%	Shares	Sole	2021-11-12
2021-06-30	$534,563	5,562	+0.3%	Shares	Sole	2021-08-02
2021-03-31	$548,419	5,548	-1.1%	Shares	Sole	2021-04-28
2020-12-31	$535,553	5,612	+1.3%	Shares	Sole	2021-01-27
2020-09-30	$529,377	5,538	+0.4%	Shares	Sole	2020-11-06
2020-06-30	$549,183	5,515	-0.5%	Shares	Sole	2020-07-31
2020-03-31	$550,230	5,545	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.