OSAIC HOLDINGS, INC.

Position in ATO — Atmos Energy Corp

CIK 1677044 SCOTTSDALE, AZ

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Position in ATO

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

Position Value

$4,550,510

-$1,349,999 QoQ

Shares Held

26,415

-17.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#272

of 1,025 holders

Holding Since

Mar 2020

26 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, 2026

OSAIC HOLDINGS, INC. holds $26,383,919 across 16 Utilities - Regulated Gas names. ATO ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	182,478	$6,302,788
2	NI	Nisource Inc.	109,259	$5,195,263
3	ATO	Atmos Energy Corp This page	26,415	$4,550,510
4	MDU	Mdu Resources Group Inc	82,021	$1,739,663
5	SR	Spire Inc	19,223	$1,501,123
6	BKH	Black Hills Corp /Sd/	19,878	$1,478,922
7	NJR	New Jersey Resources Corp	25,680	$1,439,106
8	SPH	Suburban Propane Partners LP	66,223	$1,132,413

All Filings in ATO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,550,510	26,415	-17.3%	Shares	Defined	2026-08-14
2026-03-31	$5,900,509	31,943	-10.4%	Shares	Defined	2026-05-15
2025-12-31	$5,978,020	35,662	+23.3%	Shares	Defined	2026-02-17
2025-09-30	$4,939,454	28,928	+15.6%	Shares	Defined	2025-11-14
2025-06-30	$3,856,755	25,026	-7.6%	Shares	Defined	2025-09-04
2025-03-31	$4,184,479	27,070	+25.4%	Shares	Defined	2025-05-12
2024-12-31	$2,832,995	21,595	-4.2%	Shares	Defined	2025-06-06
2024-09-30	$3,127,909	22,550	-4.8%	Shares	Defined	2024-11-13
2024-06-30	$2,762,970	23,686	+36.1%	Shares	Defined	2024-08-13
2024-03-31	$2,068,452	17,401	-30.4%	Shares	Sole	2024-05-10
2023-12-31	$2,898,888	25,012	-36.5%	Shares	Defined	2024-02-12
2023-09-30	$4,175,015	39,413	+48.9%	Shares	Defined	2023-11-13
2023-06-30	$3,078,934	26,465	+3.4%	Shares	Defined	2023-08-21
2023-03-31	$2,874,502	25,583	-11.4%	Shares	Sole	2023-05-12
2022-12-31	$3,237,587	28,889	-8.1%	Shares	Defined	2023-02-10
2022-09-30	$3,200,938	31,428	-1.7%	Shares	Defined	2022-11-14
2022-06-30	$3,583,609	31,968	+4.3%	Shares	Defined	2022-08-10
2022-03-31	$3,662,603	30,652	+36.5%	Shares	Defined	2022-05-04
2021-12-31	$2,353,236	22,461	-0.4%	Shares	Defined	2022-02-03
2021-09-30	$1,988,466	22,545	+8.8%	Shares	Defined	2021-11-05
2021-06-30	$1,992,260	20,729	-10.5%	Shares	Defined	2021-08-02
2021-03-31	$2,290,451	23,171	+13.1%	Shares	Defined	2021-05-13
2020-12-31	$1,955,261	20,489	-31.2%	Shares	Defined	2021-02-10
2020-09-30	$2,845,519	29,768	-11.6%	Shares	Defined	2020-11-12
2020-06-30	$3,352,755	33,669	-29.0%	Shares	Defined	2020-08-14
2020-03-31	$4,706,174	47,427	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.