Concurrent Investment Advisors, LLC

Position in ATO — Atmos Energy Corp

CIK 2001015 Tampa, FL

Position in ATO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,999,537

-$235,944 QoQ

Shares Held

11,607

-4.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#388

of 1,035 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $3,277,729 across 6 Utilities - Regulated Gas names. ATO ranks #1 (61.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp This page	11,607	$1,999,537
2	BKH	Black Hills Corp /Sd/	4,398	$327,210
3	OGS	ONE Gas, Inc.	3,653	$281,536
4	UGI	Ugi Corp /Pa/	6,731	$232,487
5	BIPC	Brookfield Infrastructure Corp	5,819	$224,031
6	NI	Nisource Inc.	4,478	$212,928

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,999,537	11,607	-4.1%	Shares	Sole	2026-07-27
2026-03-31	$2,235,481	12,102	+38.3%	Shares	Sole	2026-04-21
2025-12-31	$1,466,426	8,748	+38.6%	Shares	Sole	2026-01-29
2025-09-30	$1,077,432	6,310	-1.0%	Shares	Sole	2025-10-27
2025-06-30	$981,834	6,371	+11.2%	Shares	Sole	2025-07-25
2025-03-31	$885,279	5,727	+3.3%	Shares	Sole	2025-04-29
2024-12-31	$771,834	5,542	-1.7%	Shares	Sole	2025-02-03
2024-09-30	$782,185	5,639	-0.8%	Shares	Sole	2024-10-30
2024-06-30	$662,805	5,682	+11.9%	Shares	Sole	2024-07-30
2024-03-31	$603,621	5,078	-30.1%	Shares	Sole	2024-05-07
2023-12-31	$842,361	7,268	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.