WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in ATO — Atmos Energy Corp
CIK 1632972
PLYMOUTH, MN
Position in ATO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,839,201
+$5,457,643 QoQ
Shares Held
57,115
+140.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#195
of 1,035 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,508,164 across 12 Utilities - Regulated Gas names. ATO ranks #1 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
57,115 | $9,839,201 | |
| 2 | NJR |
New Jersey Resources Corp
|
62,891 | $3,524,411 | |
| 3 | UGI |
Ugi Corp /Pa/
|
89,321 | $3,085,147 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
36,402 | $2,708,308 | |
| 5 | NI |
Nisource Inc.
|
50,711 | $2,411,308 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
14,109 | $1,251,186 | |
| 7 | OGS |
ONE Gas, Inc.
|
15,447 | $1,190,500 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
22,165 | $853,352 |
All Filings in ATO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,839,201 | 57,115 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,381,558 | 23,720 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,707,720 | 28,084 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,761,534 | 27,886 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,194,257 | 27,216 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,974,914 | 12,776 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,359,414 | 9,761 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,395,422 | 10,060 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,167,640 | 78,591 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,077,556 | 9,065 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,865,699 | 50,610 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,228,893 | 11,601 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $4,396,562 | 39,220 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||