Clearstead Advisors, LLC

Position in ATO — Atmos Energy Corp

CIK 842775 CLEVELAND, OH

Position in ATO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$315,254

+$173,020 QoQ

Shares Held

1,830

+137.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#704

of 1,025 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Advisors, LLC holds $2,045,583 across 14 Utilities - Regulated Gas names. ATO ranks #2 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPC	Brookfield Infrastructure Corp	35,616	$1,371,216
2	ATO	Atmos Energy Corp This page	1,830	$315,254
3	NI	Nisource Inc.	5,088	$241,934
4	UGI	Ugi Corp /Pa/	1,132	$39,099
5	BKH	Black Hills Corp /Sd/	404	$30,057
6	OGS	ONE Gas, Inc.	267	$20,577
7	NJR	New Jersey Resources Corp	168	$9,414
8	SWX	Southwest Gas Holdings, Inc.	85	$7,537

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,254	1,830	+137.7%	Shares	Sole	2026-08-06
2026-03-31	$142,234	770	+55.6%	Shares	Sole	2026-05-06
2025-12-31	$82,976	495	+70.1%	Shares	Sole	2026-02-09
2025-09-30	$49,688	291	+12.4%	Shares	Sole	2025-11-10
2025-06-30	$39,914	259	+99.2%	Shares	Sole	2025-08-08
2025-03-31	$20,095	130	+116.7%	Shares	Sole	2025-05-13
2024-12-31	$8,356	60	-6.2%	Shares	Sole	2025-02-10
2024-09-30	$8,877	64	+16.4%	Shares	Sole	2024-11-13
2024-06-30	$6,415	55	-99.1%	Shares	Sole	2024-08-12
2023-09-30	$620,432	5,857	-5.4%	Shares	Sole	2023-11-07
2022-06-30	$694,347	6,194	+7.7%	Shares	Sole	2022-08-12
2022-03-31	$687,186	5,751	+0.3%	Shares	Sole	2022-05-04
2021-12-31	$600,646	5,733	+0.4%	Shares	Sole	2022-02-14
2021-09-30	$503,886	5,713	+0.3%	Shares	Sole	2021-11-12
2021-06-30	$547,250	5,694	+0.3%	Shares	Sole	2021-08-12
2021-03-31	$560,973	5,675	+0.4%	Shares	Sole	2021-05-14
2020-12-31	$539,656	5,655	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.