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Barnes Dennig Private Wealth Management’s Atmos Energy ATO Stock Holding History

Barnes Dennig Private 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
Q2 		$17.6K Buy
+102
New +$18.3K 0.01% 228
2026
Q1 		– Sell
-104
Closed -$17.4K – 308
2025
Q4 		$17.4K Buy
+104
New +$18K 0.02% 216

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Barnes Dennig Private Wealth Management's ATO Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in Atmos Energy (ATO) in Q2 2026: 102 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Barnes Dennig Private Wealth Management previously reported a position in ATO as recently as Q4 2025.

Barnes Dennig Private Wealth Management first reported a position in ATO in Q4 2025 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 102 shares of Atmos Energy worth $17.6K as of Q2 2026.
  • Atmos Energy was a new Barnes Dennig Private Wealth Management position in Q2 2026.
  • Atmos Energy made up 0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Atmos Energy in Q4 2025 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.