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Carter Financial Group’s Atmos Energy ATO Stock Holding History

Carter Financial 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
Q2 		– Sell
-1,106
Closed -$204K – 136
2026
Q1 		$204K Buy
+1,106
New +$195K 0.13% 116

Other funds holding ATO

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
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Carter Financial Group's ATO Position: Q2 2026 in Review

Carter Financial Group sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,106 shares — an estimated $204K sold.

Carter Financial Group first reported a position in ATO in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Carter Financial Group reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Carter Financial Group sold 1,106 Atmos Energy shares in Q2 2026, an estimated $204K.
  • Carter Financial Group first reported a position in Atmos Energy in Q1 2026 and held it in 1 quarter.
  • Carter Financial Group's Atmos Energy position peaked at $204K in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.