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DiNuzzo Private Wealth’s Atmos Energy ATO Stock Holding History

DiNuzzo Private Wealth’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 		$3.45K Sell
20
-2
-9% -$358 ﹤0.01% 503
2026
Q1 		$4.06K Hold
22
– – ﹤0.01% 426
2025
Q4 		$3.69K Hold
22
– – ﹤0.01% 440
2025
Q3 		$3.65K Sell
22
-1
-4% -$161 ﹤0.01% 445
2025
Q2 		$3.54K Buy
23
+1
+5% +$155 ﹤0.01% 448
2025
Q1 		$3.4K Buy
22
+2
+10% +$292 ﹤0.01% 432
2024
Q4 		$2.79K Buy
20
+1
+5% +$142 ﹤0.01% 488
2024
Q3 		$2.64K Buy
19
+1
+6% +$128 ﹤0.01% 517
2024
Q2 		$2.1K Buy
18
+2
+13% +$233 ﹤0.01% 504
2024
Q1 		$1.9K Buy
16
+1
+7% +$115 ﹤0.01% 485
2023
Q4 		$1.74K Buy
+15
New +$1.68K ﹤0.01% 496

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

DiNuzzo Private Wealth's ATO Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Atmos Energy (ATO) stake by 9.1% in Q2 2026, selling an estimated $358 and leaving 20 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

DiNuzzo Private Wealth first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.06K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • DiNuzzo Private Wealth held 20 shares of Atmos Energy worth $3.45K as of Q2 2026.
  • DiNuzzo Private Wealth sold 2 Atmos Energy shares in Q2 2026, an estimated $358.
  • Atmos Energy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #503 holding.
  • DiNuzzo Private Wealth first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Atmos Energy position peaked at $4.06K in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.