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 Q2	$10.9M	Buy	61,380 +3,024	+5%	+$542K	0.18%	120
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Diversify Wealth Management's ATO Position: Q2 2026 in Review

Diversify Wealth Management increased its Atmos Energy (ATO) stake by 5.2% in Q2 2026, buying an estimated $542K and bringing the position to 61,380 shares worth $10.9M. The position accounts for 0.18% of the portfolio, ranked #120.

Diversify Wealth Management first reported a position in ATO in Q2 2024 and has held it in 9 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Diversify Wealth Management held 61,380 shares of Atmos Energy worth $10.9M as of Q2 2026.
Diversify Wealth Management bought 3,024 Atmos Energy shares in Q2 2026, an estimated $542K.
Atmos Energy made up 0.18% of Diversify Wealth Management's portfolio in Q2 2026, its #120 holding.
Diversify Wealth Management first reported a position in Atmos Energy in Q2 2024 and has held it in 9 quarters since.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.