Pathstone Holdings, LLC

Position in ATO — Atmos Energy Corp

CIK 2011612 ENGLEWOOD, NJ

Position in ATO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,973,406

-$110,567 QoQ

Shares Held

23,065

+4.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#294

of 1,035 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 48% Shared 1% None 51%

Utilities · as of Jun 30, 2026

Pathstone Holdings, LLC holds $17,950,261 across 11 Utilities - Regulated Gas names. ATO ranks #1 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp This page	23,065	$3,973,406
2	SWX	Southwest Gas Holdings, Inc.	30,174	$2,675,829
3	OGS	ONE Gas, Inc.	28,042	$2,161,196
4	NI	Nisource Inc.	42,118	$2,002,710
5	UGI	Ugi Corp /Pa/	53,901	$1,861,740
6	CPK	Chesapeake Utilities Corp	11,083	$1,357,445
7	BKH	Black Hills Corp /Sd/	17,691	$1,316,210
8	SPH	Suburban Propane Partners LP	51,854	$886,703

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,973,406	23,065	+4.3%	Shares	Other	2026-08-13
2026-03-31	$4,083,973	22,109	-2.0%	Shares	Sole	2026-05-11
2025-12-31	$3,781,395	22,558	+5.7%	Shares	Defined	2026-02-13
2025-09-30	$3,643,291	21,337	-2.2%	Shares	Other	2025-11-13
2025-06-30	$3,361,909	21,815	-0.6%	Shares	Defined	2025-08-12
2025-03-31	$3,392,411	21,946	-0.8%	Shares	Defined	2025-05-15
2024-12-31	$3,079,676	22,113	-2.5%	Shares	Sole	2025-02-14
2024-09-30	$3,147,190	22,689	+4.8%	Shares	Other	2024-11-07
2024-06-30	$2,526,521	21,659	-5.5%	Shares	Sole	2024-08-14
2024-03-31	$2,723,191	22,909	+1.1%	Shares	Sole	2024-05-13
2023-12-31	$2,626,988	22,666	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.