Clearstead Trust, LLC

Position in ATO — Atmos Energy Corp

CIK 1708001 PORTLAND, ME

Position in ATO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$820,349

-$57,071 QoQ

Shares Held

4,762

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#508

of 1,035 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Trust, LLC holds $1,100,507 across 6 Utilities - Regulated Gas names. ATO ranks #1 (74.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp This page	4,762	$820,349
2	OGS	ONE Gas, Inc.	2,561	$197,376
3	BKH	Black Hills Corp /Sd/	456	$33,926
4	SR	Spire Inc	244	$19,053
5	SWX	Southwest Gas Holdings, Inc.	169	$14,986
6	UGI	Ugi Corp /Pa/	429	$14,817

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$820,349	4,762	+0.3%	Shares	Sole	2026-08-06
2026-03-31	$877,420	4,750	+0.2%	Shares	Sole	2026-05-06
2025-12-31	$794,398	4,739	+1.2%	Shares	Sole	2026-02-09
2025-09-30	$799,622	4,683	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$720,001	4,672	+0.9%	Shares	Sole	2025-08-08
2025-03-31	$716,014	4,632	+0.2%	Shares	Sole	2025-05-09
2024-12-31	$643,566	4,621	+0.3%	Shares	Sole	2025-02-10
2024-09-30	$639,314	4,609	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$536,240	4,597	-1.5%	Shares	Sole	2024-08-09
2024-03-31	$554,766	4,667	-1.8%	Shares	Sole	2024-05-10
2023-12-31	$550,756	4,752	-18.7%	Shares	Sole	2024-02-06
2023-09-30	$618,948	5,843	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$678,262	5,830	-6.6%	Shares	Sole	2023-08-08
2023-03-31	$701,463	6,243	+0.2%	Shares	Sole	2023-05-10
2022-12-31	$698,196	6,230	+0.3%	Shares	Sole	2023-02-01
2022-09-30	$632,590	6,211	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.