TRUIST FINANCIAL CORP

Position in ATO — Atmos Energy Corp

CIK 92230 CHARLOTTE, NC

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Position in ATO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,160,346

-$1,307,624 QoQ

Shares Held

29,955

-14.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#261

of 1,035 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Common Shares in ATO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $9,056,266 across 6 Utilities - Regulated Gas names. ATO ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp This page	29,955	$5,160,346
2	NI	Nisource Inc.	57,840	$2,750,291
3	BIPC	Brookfield Infrastructure Corp	10,065	$387,502
4	CTRI	Centuri Holdings, Inc.	9,420	$284,860
5	MDU	Mdu Resources Group Inc	11,734	$248,877
6	BKH	Black Hills Corp /Sd/	3,016	$224,390

All Filings in ATO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,160,346	29,955	-14.5%	Shares	Defined	2026-07-28
2026-03-31	$6,467,970	35,015	+14.4%	Shares	Defined	2026-04-27
2025-12-31	$5,130,818	30,608	-1.1%	Shares	Defined	2026-02-02
2025-09-30	$5,282,663	30,938	-10.9%	Shares	Defined	2025-11-03
2025-06-30	$5,348,386	34,705	+2.9%	Shares	Defined	2025-07-18
2025-03-31	$5,213,054	33,724	+25.0%	Shares	Defined	2025-04-29
2024-12-31	$3,758,200	26,985	-0.0%	Shares	Defined	2025-01-31
2024-09-30	$3,743,366	26,987	-6.6%	Shares	Defined	2024-11-13
2024-06-30	$3,371,884	28,906	+11.4%	Shares	Defined	2024-08-21
2024-03-31	$3,085,150	25,954	-33.1%	Shares	Defined	2024-05-13
2023-12-31	$4,497,035	38,801	+6.0%	Shares	Defined	2024-02-02
2023-09-30	$3,877,566	36,605	+24.9%	Shares	Defined	2023-11-14
2023-06-30	$3,409,109	29,303	-7.2%	Shares	Defined	2023-08-01
2023-03-31	$3,548,101	31,578	+26.3%	Shares	Defined	2023-05-05
2022-12-31	$2,801,637	24,999	+24.2%	Shares	Defined	2023-02-17
2022-09-30	$2,050,341	20,131	-32.5%	Shares	Defined	2022-10-26
2022-06-30	$3,345,174	29,841	+14.2%	Shares	Defined	2022-07-22
2022-03-31	$3,122,750	26,134	+24.4%	Shares	Defined	2022-04-22
2021-12-31	$2,200,378	21,002	+183.3%	Shares	Defined	2022-02-14
2021-09-30	$653,826	7,413	+1.2%	Shares	Defined	2021-11-05
2021-06-30	$703,716	7,322	+5.4%	Shares	Defined	2021-08-16
2021-03-31	$686,612	6,946	+16.6%	Shares	Defined	2021-05-17
2020-12-31	$568,570	5,958	-66.0%	Shares	Defined	2021-11-19
2020-09-30	$1,675,213	17,525	+4.8%	Shares	Defined	2021-11-05
2020-06-30	$1,664,877	16,719	+4.3%	Shares	Defined	2021-11-16
2020-03-31	$1,590,059	16,024	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.