Elevation Wealth Partners
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Elevation Wealth Partners’s Atmos Energy ATO Stock Holding History

Elevation Wealth Partners’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
Q3 		$31.9K Buy
204
+44
+28% +$7.46K 0.01% 520
2026
Q2 		$27.6K Buy
160
+138
+627% +$24.7K 0.01% 482
2026
Q1 		$4.06K Buy
22
+15
+214% +$2.65K ﹤0.01% 764
2025
Q4 		$1.17K Hold
7
– – ﹤0.01% 848
2025
Q3 		$1.2K Buy
+7
New +$1.13K ﹤0.01% 729

Other funds holding ATO

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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Elevation Wealth Partners's ATO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Atmos Energy (ATO) stake by 28% in Q3 2026, buying an estimated $7.46K and bringing the position to 204 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #520.

Elevation Wealth Partners first reported a position in ATO in Q3 2025 and has held it in 5 quarters since. 538 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Elevation Wealth Partners held 204 shares of Atmos Energy worth $31.9K as of Q3 2026.
  • Elevation Wealth Partners bought 44 Atmos Energy shares in Q3 2026, an estimated $7.46K.
  • Atmos Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #520 holding.
  • Elevation Wealth Partners first reported a position in Atmos Energy in Q3 2025 and has held it in 5 quarters since.
  • 538 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.