TRANSCEND CAPITAL ADVISORS, LLC

Position in ATO — Atmos Energy Corp

CIK 1776082 MADISON, NJ

Position in ATO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$601,222

+$188,743 QoQ

Shares Held

3,490

+56.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#568

of 1,040 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $1,367,891 across 4 Utilities - Regulated Gas names. ATO ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp This page	3,490	$601,222
2	NJR	New Jersey Resources Corp	5,203	$291,576
3	OGS	ONE Gas, Inc.	3,084	$237,683
4	BKH	Black Hills Corp /Sd/	3,191	$237,410

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,222	3,490	+56.3%	Shares	Sole	2026-08-04
2026-03-31	$412,479	2,233	+0.6%	Shares	Sole	2026-05-13
2025-12-31	$372,138	2,220	+8.8%	Shares	Sole	2026-01-23
2025-09-30	$348,330	2,040	+24.5%	Shares	Sole	2025-11-04
2025-06-30	$252,586	1,639	-12.9%	Shares	Sole	2025-08-01
2025-03-31	$290,919	1,882	0.0%	Shares	Sole	2025-04-24
2024-12-31	$262,106	1,882	0.0%	Shares	Sole	2025-02-03
2024-09-30	$261,052	1,882	+0.3%	Shares	Sole	2024-10-15
2024-06-30	$218,835	1,876	—	Shares	Sole	2024-07-02
No filing history on record for this holder in this stock.