BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in ATO — Atmos Energy Corp
CIK 1654599
MORRISTOWN, NJ
Position in ATO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$46,685
-$233 QoQ
Shares Held
271
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#862
of 1,035 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $150,159 across 5 Utilities - Regulated Gas names. ATO ranks #2 (31.1% of the industry book) .
All Filings in ATO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,685 | 271 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $46,918 | 254 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||