Cornerstone Wealth Management, LLC

Position in ATO — Atmos Energy Corp

CIK 1674117 ST. PETERS, MO

Position in ATO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$749,719

-$50,303 QoQ

Shares Held

4,352

+0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#521

of 1,035 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $2,683,920 across 3 Utilities - Regulated Gas names. ATO ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/	17,377	$1,292,848
2	ATO	Atmos Energy Corp This page	4,352	$749,719
3	SR	Spire Inc	8,213	$641,353

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$749,719	4,352	+0.5%	Shares	Sole	2026-07-22
2026-03-31	$800,022	4,331	-1.6%	Shares	Sole	2026-04-24
2025-12-31	$737,907	4,402	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$753,178	4,411	+5.2%	Shares	Sole	2025-11-04
2025-06-30	$646,029	4,192	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$657,892	4,256	-2.1%	Shares	Sole	2025-04-18
2024-12-31	$605,545	4,348	+6.0%	Shares	Sole	2025-01-21
2024-09-30	$568,711	4,100	+1.7%	Shares	Sole	2024-10-16
2024-06-30	$470,449	4,033	+5.8%	Shares	Sole	2024-07-16
2024-03-31	$453,132	3,812	-1.2%	Shares	Sole	2024-04-19
2023-12-31	$447,374	3,860	+7.8%	Shares	Sole	2024-01-10
2023-09-30	$379,441	3,582	+1.9%	Shares	Sole	2023-11-07
2023-06-30	$408,818	3,514	+4.3%	Shares	Sole	2023-07-14
2023-03-31	$378,540	3,369	+19.9%	Shares	Sole	2023-05-15
2022-09-30	$286,300	2,811	-8.5%	Shares	Sole	2022-10-14
2022-06-30	$344,259	3,071	+18.4%	Shares	Sole	2022-08-04
2022-03-31	$309,957	2,594	-2.8%	Shares	Sole	2022-04-21
2021-12-31	$279,735	2,670	+5.4%	Shares	Sole	2022-02-14
2021-09-30	$223,410	2,533	+13.2%	Shares	Sole	2021-11-12
2021-06-30	$214,998	2,237	+2.1%	Shares	Sole	2021-08-09
2021-03-31	$216,580	2,191	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.