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Dunhill Financial’s Atmos Energy ATO Stock Holding History

Dunhill Financial’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 		$1.97K Sell
11
-1
-8% -$179 ﹤0.01% 870
2026
Q1 		$2.25K Buy
12
+2
+20% +$353 ﹤0.01% 770
2025
Q4 		$1.67K Buy
10
+5
+100% +$864 ﹤0.01% 773
2025
Q3 		$843 Buy
5
+1
+25% +$161 ﹤0.01% 789
2025
Q2 		$761 Sell
4
-25
-86% -$3.88K ﹤0.01% 806
2025
Q1 		$4.54K Buy
29
+4
+16% +$584 ﹤0.01% 584
2024
Q4 		$3.46K Sell
25
-205
-89% -$29.2K ﹤0.01% 624
2024
Q3 		$32K Buy
230
+216
+1,543% +$27.8K 0.02% 209
2024
Q2 		$1.57K Buy
14
+4
+40% +$466 ﹤0.01% 614
2024
Q1 		$1.24K Buy
10
+1
+11% +$115 ﹤0.01% 598
2023
Q4 		$1.01K Buy
+9
New +$1.01K ﹤0.01% 604

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

Dunhill Financial's ATO Position: Q2 2026 in Review

Dunhill Financial reduced its Atmos Energy (ATO) stake by 8.3% in Q2 2026, selling an estimated $179 and leaving 11 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Dunhill Financial first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $32K in Q3 2024. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Dunhill Financial held 11 shares of Atmos Energy worth $1.97K as of Q2 2026.
  • Dunhill Financial sold 1 Atmos Energy share in Q2 2026, an estimated $179.
  • Atmos Energy made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #870 holding.
  • Dunhill Financial first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's Atmos Energy position peaked at $32K in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.