Caldwell Trust Co

Bank

Position in ATO — Atmos Energy Corp

CIK 2080218 Venice, FL

Position in ATO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$25,495

-$28,997 QoQ

Shares Held

148

-49.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#891

of 1,035 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Caldwell Trust Co holds $138,272 across 6 Utilities - Regulated Gas names. ATO ranks #4 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGS	ONE Gas, Inc.	466	$35,914
2	NI	Nisource Inc.	594	$28,244
3	UGI	Ugi Corp /Pa/	741	$25,594
4	ATO	Atmos Energy Corp This page	148	$25,495
5	MDU	Mdu Resources Group Inc	1,040	$22,058
6	BKH	Black Hills Corp /Sd/	13	$967

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,495	148	-49.8%	Shares	Sole	2026-08-03
2026-03-31	$54,492	295	0.0%	Shares	Sole	2026-04-22
2025-12-31	$49,450	295	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.