Global Retirement Partners, LLC
PensionPosition in ATO — Atmos Energy Corp
CIK 1749744
San Rafael, CA
Position in ATO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$611,041
-$23,606 QoQ
Shares Held
3,547
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#564
of 1,035 holders
Holding Since
Dec 2020
20 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, 2026Global Retirement Partners, LLC holds $3,041,470 across 13 Utilities - Regulated Gas names. ATO ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
24,995 | $1,188,512 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
3,547 | $611,041 | |
| 3 | UGI |
Ugi Corp /Pa/
|
9,211 | $318,147 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,422 | $247,808 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
1,907 | $169,112 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
4,108 | $158,158 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
959 | $117,458 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
752 | $55,948 |
All Filings in ATO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,041 | 3,547 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $634,647 | 3,786 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $286,006 | 1,675 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $260,908 | 1,693 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $157,514 | 1,131 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $828,514 | 5,973 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $686,835 | 5,888 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $58,484 | 492 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $33,958 | 293 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,702 | 186 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $29,434 | 253 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $30,561 | 272 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $38,440 | 343 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,166 | 198 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,021 | 134 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $15,294 | 128 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $8,820 | 100 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $9,611 | 100 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $9,885 | 100 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,543 | 100 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||