Beacon Pointe Advisors, LLC

Position in ATO — Atmos Energy Corp

CIK 1744317 NEWPORT BEACH, CA

Position in ATO

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$720,260

-$1,316,278 QoQ

Shares Held

4,181

-62.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#529

of 1,035 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $1,704,560 across 5 Utilities - Regulated Gas names. ATO ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp This page	4,181	$720,260
2	SR	Spire Inc	3,404	$265,818
3	BIPC	Brookfield Infrastructure Corp	6,823	$262,685
4	NI	Nisource Inc.	4,908	$233,375
5	NJR	New Jersey Resources Corp	3,969	$222,422

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,260	4,181	-62.1%	Shares	Sole	2026-08-18
2026-03-31	$2,036,538	11,025	+273.2%	Shares	Sole	2026-05-15
2025-12-31	$495,179	2,954	-10.2%	Shares	Sole	2026-02-18
2025-09-30	$561,938	3,291	+22.7%	Shares	Sole	2025-11-14
2025-06-30	$413,323	2,682	-9.5%	Shares	Sole	2025-08-13
2025-03-31	$458,329	2,965	+9.9%	Shares	Sole	2025-05-13
2024-12-31	$375,611	2,697	-2.8%	Shares	Sole	2025-02-14
2024-09-30	$384,781	2,774	-46.9%	Shares	Sole	2024-11-14
2024-06-30	$609,729	5,227	-7.8%	Shares	Sole	2024-08-12
2024-03-31	$673,874	5,669	+9.3%	Shares	Sole	2024-05-14
2023-12-31	$601,057	5,186	+0.0%	Shares	Sole	2024-02-08
2023-09-30	$549,247	5,185	-8.0%	Shares	Sole	2023-11-14
2023-06-30	$655,692	5,636	+16.4%	Shares	Sole	2023-08-14
2023-03-31	$543,934	4,841	+6.9%	Shares	Sole	2023-05-12
2022-12-31	$507,565	4,529	+1.4%	Shares	Sole	2023-02-14
2022-09-30	$454,963	4,467	+14.0%	Shares	Sole	2022-11-09
2022-06-30	$439,207	3,918	-80.4%	Shares	Sole	2022-08-11
2022-03-31	$2,383,944	19,951	+618.7%	Shares	Sole	2022-05-17
2021-12-31	$290,841	2,776	-6.5%	Shares	Sole	2022-02-14
2021-09-30	$261,777	2,968	-5.4%	Shares	Sole	2021-11-15
2021-06-30	$301,497	3,137	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.