Activest Wealth Management
ATO icon

Activest Wealth Management’s Atmos Energy ATO Stock Holding History

Activest Wealth Management’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 		$42.4K Buy
271
+264
+3,771% +$44.8K 0.01% 295
2026
Q2 		$1.21K Sell
7
-10
-59% -$1.79K ﹤0.01% 924
2026
Q1 		$3.14K Buy
+17
New +$3K ﹤0.01% 898
2025
Q4 		– Sell
-16
Closed -$2.73K – 1137
2025
Q3 		$2.73K Buy
16
+2
+14% +$323 ﹤0.01% 741
2025
Q2 		$2.16K Sell
14
-1
-7% -$155 ﹤0.01% 675
2025
Q1 		$2.32K Buy
15
+13
+650% +$1.9K ﹤0.01% 636
2024
Q4 		$279 Buy
+2
New +$284 ﹤0.01% 601

Other funds holding ATO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Activest Wealth Management's ATO Position: Q3 2026 in Review

Activest Wealth Management increased its Atmos Energy (ATO) stake by 3,771% in Q3 2026, buying an estimated $44.8K and bringing the position to 271 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #295.

Activest Wealth Management first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. 588 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Activest Wealth Management held 271 shares of Atmos Energy worth $42.4K as of Q3 2026.
  • Activest Wealth Management bought 264 Atmos Energy shares in Q3 2026, an estimated $44.8K.
  • Atmos Energy made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #295 holding.
  • Activest Wealth Management first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • 588 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.