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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return