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Dogwood Wealth Management’s Atmos Energy ATO Stock Holding History

Dogwood 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 		$2.24K Hold
13
– – ﹤0.01% 651
2026
Q1 		$2.4K Buy
13
+2
+18% +$353 ﹤0.01% 607
2025
Q4 		$1.84K Buy
11
+1
+10% +$173 ﹤0.01% 571
2025
Q3 		$1.71K Hold
10
– – ﹤0.01% 546
2025
Q2 		$1.52K Hold
10
– – ﹤0.01% 593
2025
Q1 		$1.55K Buy
+10
New +$1.46K ﹤0.01% 390
2024
Q3 		– Hold
0
– – – 431
2024
Q2 		– Hold
0
– – – 460
2024
Q1 		– Hold
0
– – – 453
2023
Q4 		– Hold
0
– – – 525

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Dogwood Wealth Management held its Atmos Energy (ATO) position steady in Q2 2026 at 13 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Dogwood Wealth Management first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.4K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Dogwood Wealth Management held 13 shares of Atmos Energy worth $2.24K as of Q2 2026.
  • Dogwood Wealth Management left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #651 holding.
  • Dogwood Wealth Management first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Atmos Energy position peaked at $2.4K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.