Cornerstone Planning Group’s Atmos Energy ATO Stock Holding History

Cornerstone Planning 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	$6.43K	Sell	36 -13	-27%	-$2.33K	﹤0.01%	1023
2026 Q1	$8.99K	Buy	49 +10	+26%	+$1.77K	﹤0.01%	925
2025 Q4	$6.47K	Sell	39 -7	-15%	-$1.21K	﹤0.01%	904
2025 Q3	$7.97K	Buy	46 +25	+119%	+$4.04K	﹤0.01%	825
2025 Q2	$3.29K	Buy	21 +9	+75%	+$1.4K	﹤0.01%	825
2025 Q1	$1.92K	Buy	12 +7	+140%	+$1.02K	﹤0.01%	996
2024 Q4	$714	Hold	5	–	–	﹤0.01%	1040
2024 Q3	$702	Buy	5 +2	+67%	+$257	﹤0.01%	1021
2024 Q2	$382	Buy	+3	New	+$350	﹤0.01%	1112

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cornerstone Planning Group's ATO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Atmos Energy (ATO) stake by 27% in Q2 2026, selling an estimated $2.33K and leaving 36 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Cornerstone Planning Group first reported a position in ATO in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.99K in Q1 2026. 636 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Cornerstone Planning Group held 36 shares of Atmos Energy worth $6.43K as of Q2 2026.
Cornerstone Planning Group sold 13 Atmos Energy shares in Q2 2026, an estimated $2.33K.
Atmos Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1023 holding.
Cornerstone Planning Group first reported a position in Atmos Energy in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Atmos Energy position peaked at $8.99K in Q1 2026.
636 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.