Superior Planning, LLC’s Atmos Energy ATO Stock Holding History

Superior Planning, LLC’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.6K	Buy	+23	New	+$3.9K	﹤0.01%	1328

Other funds holding ATO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Superior Planning, LLC's ATO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Atmos Energy (ATO) in Q3 2026: 23 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #1328 among its holdings.

755 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

Superior Planning, LLC held 23 shares of Atmos Energy worth $3.6K as of Q3 2026.
Atmos Energy was a new Superior Planning, LLC position in Q3 2026.
Atmos Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1328 holding.
755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.