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Community Financial Services Group’s Atmos Energy ATO Stock Holding History

Community Financial Services 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 		$1.27M Buy
7,311
+29
+0.4% +$5.19K 0.18% 64
2026
Q1 		$1.35M Buy
7,282
+10
+0.1% +$1.77K 0.24% 60
2025
Q4 		$1.22M Sell
7,272
-296
-4% -$51.2K 0.22% 63
2025
Q3 		$1.29M Buy
7,568
+51
+0.7% +$8.23K 0.24% 63
2025
Q2 		$1.16M Buy
7,517
+114
+2% +$17.7K 0.23% 63
2025
Q1 		$1.14M Buy
7,403
+205
+3% +$29.9K 0.25% 62
2024
Q4 		$1M Buy
7,198
+370
+5% +$52.6K 0.2% 67
2024
Q3 		$947K Buy
6,828
+47
+0.7% +$6.04K 0.19% 76
2024
Q2 		$791K Buy
6,781
+388
+6% +$45.2K 0.17% 85
2024
Q1 		$760K Buy
+6,393
New +$733K 0.17% 94

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Community Financial Services Group's ATO Position: Q2 2026 in Review

Community Financial Services Group increased its Atmos Energy (ATO) stake by 0.4% in Q2 2026, buying an estimated $5.19K and bringing the position to 7,311 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #64.

Community Financial Services Group first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.35M in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Community Financial Services Group held 7,311 shares of Atmos Energy worth $1.27M as of Q2 2026.
  • Community Financial Services Group bought 29 Atmos Energy shares in Q2 2026, an estimated $5.19K.
  • Atmos Energy made up 0.18% of Community Financial Services Group's portfolio in Q2 2026, its #64 holding.
  • Community Financial Services Group first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
  • Community Financial Services Group's Atmos Energy position peaked at $1.35M in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.