Modern Wealth Management, LLC

Position in ATO — Atmos Energy Corp

CIK 2001900 KANSAS CITY, MO

Position in ATO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$316,113

+$107,381 QoQ

Shares Held

1,835

+62.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#711

of 1,035 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $1,549,514 across 4 Utilities - Regulated Gas names. ATO ranks #4 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGS	ONE Gas, Inc.	5,400	$416,177
2	NI	Nisource Inc.	8,643	$410,972
3	BIPC	Brookfield Infrastructure Corp	10,552	$406,252
4	ATO	Atmos Energy Corp This page	1,835	$316,113

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,113	1,835	+62.4%	Shares	Other	2026-08-14
2026-03-31	$208,732	1,130	-12.5%	Shares	Other	2026-05-14
2025-12-31	$216,576	1,292	—	Shares	Other	2026-02-17
No filing history on record for this holder in this stock.