Waverly Advisors, LLC

Position in ATO — Atmos Energy Corp

CIK 1568787 BIRMINGHAM, AL

Position in ATO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,162,650

+$208,018 QoQ

Shares Held

6,749

+30.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#457

of 1,037 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $9,955,389 across 5 Utilities - Regulated Gas names. ATO ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	58,886	$4,381,118
2	NI	Nisource Inc.	69,115	$3,286,417
3	ATO	Atmos Energy Corp This page	6,749	$1,162,650
4	UGI	Ugi Corp /Pa/	17,742	$612,808
5	BIPC	Brookfield Infrastructure Corp	13,309	$512,396

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,162,650	6,749	+30.6%	Shares	Sole	2026-08-14
2026-03-31	$954,632	5,168	+100.0%	Shares	Sole	2026-05-15
2025-12-31	$433,155	2,584	+0.6%	Shares	Sole	2026-02-17
2025-09-30	$438,656	2,569	+4.7%	Shares	Sole	2025-11-14
2025-06-30	$378,185	2,454	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$375,320	2,428	+32.4%	Shares	Sole	2025-05-15
2024-12-31	$255,421	1,834	+23.6%	Shares	Sole	2025-02-14
2024-09-30	$205,845	1,484	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.