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Dickmeyer Boyce Financial Management’s Atmos Energy ATO Stock Holding History

Dickmeyer Boyce Financial 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 		$246K Buy
1,575
+5
+0.3% +$848 0.13% 119
2026
Q2 		$270K Sell
1,570
-99
-6% -$17.7K 0.14% 113
2026
Q1 		$308K Buy
+1,669
New +$295K 0.18% 103

Other funds holding ATO

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Dickmeyer Boyce Financial Management's ATO Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Atmos Energy (ATO) stake by 0.32% in Q3 2026, buying an estimated $848 and bringing the position to 1,575 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #119.

Dickmeyer Boyce Financial Management first reported a position in ATO in Q1 2026 and has held it in 3 quarters since. The position peaked at $308K in Q1 2026. 27 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 1,575 shares of Atmos Energy worth $246K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 5 Atmos Energy shares in Q3 2026, an estimated $848.
  • Atmos Energy made up 0.13% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #119 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Atmos Energy in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Atmos Energy position peaked at $308K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.