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Confluence Wealth Services’s Atmos Energy ATO Stock Holding History

Confluence Wealth Services’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 		$604K Buy
3,509
+640
+22% +$115K 0.02% 301
2026
Q1 		$530K Buy
2,869
+1,203
+72% +$213K 0.02% 254
2025
Q4 		$279K Buy
1,666
+19
+1% +$3.29K 0.01% 329
2025
Q3 		$281K Hold
1,647
– – 0.01% 322
2025
Q2 		$254K Hold
1,647
– – 0.01% 327
2025
Q1 		$263K Buy
+1,647
New +$240K 0.02% 305
2022
Q1 		– Sell
-202
Closed -$21K – 311
2021
Q4 		$21K Buy
+202
New +$19.1K 0.01% 711

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

Confluence Wealth Services's ATO Position: Q2 2026 in Review

Confluence Wealth Services increased its Atmos Energy (ATO) stake by 22% in Q2 2026, buying an estimated $115K and bringing the position to 3,509 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #301.

Confluence Wealth Services first reported a position in ATO in Q4 2021 and has held it in 7 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Confluence Wealth Services held 3,509 shares of Atmos Energy worth $604K as of Q2 2026.
  • Confluence Wealth Services bought 640 Atmos Energy shares in Q2 2026, an estimated $115K.
  • Atmos Energy made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #301 holding.
  • Confluence Wealth Services first reported a position in Atmos Energy in Q4 2021 and has held it in 7 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.