D.J. St. Germain’s Atmos Energy ATO Stock Holding History

D.J. St. Germain’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	$34.5K	Sell	200 -8	-4%	-$1.43K	﹤0.01%	520
2026 Q1	$38.4K	Buy	208 +8	+4%	+$1.41K	﹤0.01%	489
2025 Q4	$33.5K	Hold	200	–	–	﹤0.01%	516
2025 Q3	$34.1K	Sell	200 -100	-33%	-$16.1K	﹤0.01%	510
2025 Q2	$46.2K	Buy	300 +100	+50%	+$15.5K	﹤0.01%	475
2025 Q1	$30.9K	Sell	200 -100	-33%	-$14.6K	﹤0.01%	453
2024 Q4	$41.8K	Buy	300 +100	+50%	+$14.2K	﹤0.01%	436
2024 Q3	$27.7K	Hold	200	–	–	﹤0.01%	441
2024 Q2	$23.3K	Hold	200	–	–	﹤0.01%	458
2024 Q1	$23.8K	Hold	200	–	–	﹤0.01%	464
2023 Q4	$23.2K	Hold	200	–	–	﹤0.01%	464
2023 Q3	$21.2K	Hold	200	–	–	﹤0.01%	455
2023 Q2	$23.3K	Buy	+200	New	+$23.1K	﹤0.01%	452

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.J. St. Germain's ATO Position: Q2 2026 in Review

D.J. St. Germain reduced its Atmos Energy (ATO) stake by 3.8% in Q2 2026, selling an estimated $1.43K and leaving 200 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

D.J. St. Germain first reported a position in ATO in Q2 2023 and has held it in 13 quarters since. The position peaked at $46.2K in Q2 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

D.J. St. Germain held 200 shares of Atmos Energy worth $34.5K as of Q2 2026.
D.J. St. Germain sold 8 Atmos Energy shares in Q2 2026, an estimated $1.43K.
Atmos Energy made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #520 holding.
D.J. St. Germain first reported a position in Atmos Energy in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's Atmos Energy position peaked at $46.2K in Q2 2025.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.