Cresset Asset Management, LLC

Position in ATO — Atmos Energy Corp

CIK 1761013 Chicago, IL

Position in ATO

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

Position Value

$11,103,146

-$632,669 QoQ

Shares Held

64,452

+1.4% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#187

of 1,035 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Utilities · as of Jun 30, 2026

Cresset Asset Management, LLC holds $34,837,721 across 2 Utilities - Regulated Gas names. ATO ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UGI	Ugi Corp /Pa/	687,162	$23,734,575
2	ATO	Atmos Energy Corp This page	64,452	$11,103,146

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,103,146	64,452	+1.4%	Shares	Sole	2026-08-14
2026-03-31	$11,735,815	63,533	+2.9%	Shares	Sole	2026-05-15
2025-12-31	$10,345,955	61,719	+0.7%	Shares	Sole	2026-02-17
2025-09-30	$10,461,681	61,269	+1.9%	Shares	Sole	2026-01-22
2025-06-30	$9,266,171	60,127	-10.1%	Shares	Sole	2026-01-22
2025-03-31	$10,340,319	66,893	-12.5%	Shares	Sole	2025-05-13
2024-12-31	$10,643,570	76,424	-12.4%	Shares	Sole	2025-02-14
2024-09-30	$12,107,856	87,289	+2.5%	Shares	Defined	2024-11-14
2024-06-30	$9,932,047	85,144	+20.9%	Shares	Defined	2024-08-14
2024-03-31	$8,373,796	70,445	+10.3%	Shares	Defined	2024-05-15
2023-12-31	$7,399,751	63,846	+7.1%	Shares	Defined	2024-02-14
2023-09-30	$6,315,122	59,616	+6.8%	Shares	Defined	2023-11-14
2023-06-30	$6,491,190	55,795	+2196.1%	Shares	Defined	2023-08-14
2022-09-30	$247,495	2,430	-63.0%	Shares	Sole	2022-11-14
2022-03-31	$784,332	6,564	-68.8%	Shares	Sole	2022-05-16
2021-12-31	$2,206,665	21,062	+54.1%	Shares	Sole	2022-02-10
2021-09-30	$1,205,517	13,668	+19.8%	Shares	Sole	2021-11-15
2021-06-30	$1,096,518	11,409	+68.1%	Shares	Sole	2021-08-10
2021-03-31	$670,894	6,787	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.