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Cornerstone Wealth Management’s Atmos Energy ATO Stock Holding History

Cornerstone 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
Q3 		$681K Hold
4,352
– – 0.03% 417
2026
Q2 		$750K Buy
4,352
+21
+0.5% +$3.76K 0.03% 397
2026
Q1 		$800K Sell
4,331
-71
-2% -$12.5K 0.04% 344
2025
Q4 		$738K Sell
4,402
-9
-0.2% -$1.56K 0.04% 345
2025
Q3 		$753K Buy
4,411
+219
+5% +$35.4K 0.04% 334
2025
Q2 		$646K Sell
4,192
-64
-2% -$9.9K 0.04% 337
2025
Q1 		$658K Sell
4,256
-92
-2% -$13.4K 0.04% 319
2024
Q4 		$606K Buy
4,348
+248
+6% +$35.3K 0.04% 316
2024
Q3 		$569K Buy
4,100
+67
+2% +$8.61K 0.04% 325
2024
Q2 		$470K Buy
4,033
+221
+6% +$25.8K 0.04% 343
2024
Q1 		$453K Sell
3,812
-48
-1% -$5.5K 0.04% 348
2023
Q4 		$447K Buy
3,860
+278
+8% +$31.1K 0.04% 339
2023
Q3 		$379K Buy
3,582
+68
+2% +$7.93K 0.04% 369
2023
Q2 		$409K Buy
3,514
+145
+4% +$16.8K 0.04% 343
2023
Q1 		$379K Buy
+3,369
New +$383K 0.04% 338
2022
Q3 		$286K Sell
2,811
-260
-8% -$29.8K 0.03% 356
2022
Q2 		$344K Buy
3,071
+477
+18% +$54.7K 0.04% 335
2022
Q1 		$310K Sell
2,594
-76
-3% -$8.3K 0.03% 358
2021
Q4 		$278K Buy
2,670
+137
+5% +$13K 0.03% 409
2021
Q3 		$223K Buy
2,533
+296
+13% +$28.6K 0.02% 412
2021
Q2 		$215K Buy
2,237
+46
+2% +$4.61K 0.02% 439
2021
Q1 		$217K Buy
+2,191
New +$199K 0.03% 417

Other funds holding ATO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Cornerstone Wealth Management's ATO Position: Q3 2026 in Review

Cornerstone Wealth Management held its Atmos Energy (ATO) position steady in Q3 2026 at 4,352 shares worth $681K. The position accounts for 0.03% of the portfolio, ranked #417.

Cornerstone Wealth Management first reported a position in ATO in Q1 2021 and has held it in 22 quarters since. The position peaked at $800K in Q1 2026. 544 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Cornerstone Wealth Management held 4,352 shares of Atmos Energy worth $681K as of Q3 2026.
  • Cornerstone Wealth Management left its Atmos Energy share count unchanged in Q3 2026.
  • Atmos Energy made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #417 holding.
  • Cornerstone Wealth Management first reported a position in Atmos Energy in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Management's Atmos Energy position peaked at $800K in Q1 2026.
  • 544 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.