Private Wealth Asset Management, LLC

Position in ATO — Atmos Energy Corp

CIK 1883006 OMAHA, NE

Position in ATO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$13,437

-$971 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#919

of 1,035 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Private Wealth Asset Management, LLC holds $199,557 across 5 Utilities - Regulated Gas names. ATO ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	3,200	$110,528
2	MDU	Mdu Resources Group Inc	1,768	$37,499
3	NJR	New Jersey Resources Corp	440	$24,657
4	ATO	Atmos Energy Corp This page	78	$13,437
5	BIPC	Brookfield Infrastructure Corp	349	$13,436

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,437	78	0.0%	Shares	Sole	2026-08-11
2026-03-31	$14,408	78	-1.3%	Shares	Sole	2026-05-06
2025-12-31	$13,242	79	0.0%	Shares	Sole	2026-02-10
2025-09-30	$13,489	79	0.0%	Shares	Sole	2025-11-03
2025-06-30	$12,174	79	-12.2%	Shares	Sole	2025-07-28
2025-03-31	$13,912	90	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.