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Diversify Wealth Management’s Atmos Energy ATO Stock Holding History

Diversify 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
Q1 		$10.8M Buy
58,356
+16,932
+41% +$2.99M 0.19% 106
2025
Q4 		$6.98M Sell
41,424
-497
-1% -$85.9K 0.33% 78
2025
Q3 		$7.24M Buy
41,921
+1,357
+3% +$219K 0.42% 59
2025
Q2 		$6.72M Buy
40,564
+4,743
+13% +$737K 0.42% 56
2025
Q1 		$5.72M Buy
35,821
+6,008
+20% +$876K 0.42% 58
2024
Q4 		$4.09M Buy
29,813
+12,388
+71% +$1.76M 0.32% 83
2024
Q3 		$2.49M Buy
17,425
+2,176
+14% +$280K 0.24% 108
2024
Q2 		$1.94M Buy
+15,249
New +$1.78M 0.24% 100

Other funds holding ATO

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State Street
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VCM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return