Steward Partners Investment Advisory, LLC
Position in ATO — Atmos Energy Corp
CIK 1723397
STAMFORD, CT
Position in ATO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$736,971
-$403,305 QoQ
Shares Held
4,278
-30.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#524
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $7,671,155 across 12 Utilities - Regulated Gas names. ATO ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
64,828 | $2,239,159 | |
| 2 | NJR |
New Jersey Resources Corp
|
30,981 | $1,736,175 | |
| 3 | NI |
Nisource Inc.
|
31,845 | $1,514,229 | |
| 4 | ATO |
Atmos Energy Corp
This page
|
4,278 | $736,971 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
3,949 | $483,673 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
9,551 | $367,713 | |
| 7 | MDU |
Mdu Resources Group Inc
|
11,680 | $247,732 | |
| 8 | SPH |
Suburban Propane Partners LP
|
7,476 | $127,839 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,971 | 4,278 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,140,276 | 6,173 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,031,427 | 6,153 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,093,824 | 6,406 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $995,088 | 6,457 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $940,310 | 6,083 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $839,658 | 6,029 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $741,821 | 5,348 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $642,974 | 5,512 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $654,022 | 5,502 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $515,291 | 4,446 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $352,535 | 3,328 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $345,762 | 2,972 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $340,675 | 3,032 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $324,442 | 2,895 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $296,689 | 2,913 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $320,606 | 2,860 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $340,665 | 2,851 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $277,326 | 2,647 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $82,996 | 941 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $90,439 | 941 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $106,164 | 1,074 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $71,572 | 750 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $76,854 | 804 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $74,685 | 750 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $74,422 | 750 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||