Altus Wealth Group
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Altus Wealth Group’s Atmos Energy ATO Stock Holding History

Altus Wealth Group’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 		$817K Sell
5,222
-39
-0.7% -$6.61K 0.31% 54
2026
Q2 		$906K Sell
5,261
-6
-0.1% -$1.07K 0.33% 58
2026
Q1 		$973K Sell
5,267
-44
-0.8% -$7.78K 0.4% 53
2025
Q4 		$890K Sell
5,311
-169
-3% -$29.2K 0.36% 54
2025
Q3 		$936K Sell
5,480
-103
-2% -$16.6K 0.38% 51
2025
Q2 		$860K Sell
5,583
-88
-2% -$13.7K 0.38% 52
2025
Q1 		$877K Sell
5,671
-177
-3% -$25.8K 0.41% 49
2024
Q4 		$814K Sell
5,848
-341
-6% -$48.5K 0.36% 60
2024
Q3 		$858K Buy
6,189
+598
+11% +$76.8K 0.37% 59
2024
Q2 		$652K Buy
5,591
+351
+7% +$40.9K 0.33% 64
2024
Q1 		$623K Buy
5,240
+282
+6% +$32.3K 0.31% 75
2023
Q4 		$575K Buy
4,958
+695
+16% +$77.7K 0.32% 75
2023
Q3 		$452K Sell
4,263
-142
-3% -$16.6K 0.29% 79
2023
Q2 		$512K Buy
4,405
+46
+1% +$5.32K 0.31% 78
2023
Q1 		$490K Sell
4,359
-71
-2% -$8.08K 0.33% 75
2022
Q4 		$496K Buy
4,430
+723
+20% +$79.5K 0.38% 69
2022
Q3 		$327K Hold
3,707
– – 0.33% 75
2022
Q2 		$327K Buy
3,707
+230
+7% +$26.4K 0.33% 75
2022
Q1 		$415K Sell
3,477
-115
-3% -$12.6K 0.34% 64
2021
Q4 		$376K Sell
3,592
-115
-3% -$10.9K 0.31% 76
2021
Q3 		$327K Buy
3,707
+424
+13% +$41K 0.33% 75
2021
Q2 		$316K Buy
3,283
+23
+0.7% +$2.31K 0.31% 75
2021
Q1 		$338K Buy
3,260
+422
+15% +$38.4K 0.34% 70
2020
Q4 		$271K Buy
+2,838
New +$274K 0.26% 81

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

Altus Wealth Group's ATO Position: Q3 2026 in Review

Altus Wealth Group reduced its Atmos Energy (ATO) stake by 0.74% in Q3 2026, selling an estimated $6.61K and leaving 5,222 shares worth $817K. The position accounts for 0.31% of the portfolio, ranked #54.

Altus Wealth Group first reported a position in ATO in Q4 2020 and has held it in 24 quarters since. The position peaked at $973K in Q1 2026. 538 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Altus Wealth Group held 5,222 shares of Atmos Energy worth $817K as of Q3 2026.
  • Altus Wealth Group sold 39 Atmos Energy shares in Q3 2026, an estimated $6.61K.
  • Atmos Energy made up 0.31% of Altus Wealth Group's portfolio in Q3 2026, its #54 holding.
  • Altus Wealth Group first reported a position in Atmos Energy in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Atmos Energy position peaked at $973K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.