Action Point Financial Planning’s Atmos Energy ATO Stock Holding History

Action Point Financial Planning’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 Q2	$11.2K	Buy	+67	New	+$12K	﹤0.01%	1401

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's ATO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Atmos Energy (ATO) in Q2 2026: 67 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1401 among its holdings.

1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Action Point Financial Planning held 67 shares of Atmos Energy worth $11.2K as of Q2 2026.
Atmos Energy was a new Action Point Financial Planning position in Q2 2026.
Atmos Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1401 holding.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.