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Fi3 Financial Advisors’s Atmos Energy ATO Stock Holding History

Fi3 Financial Advisors’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 		$445K Buy
+5,724
New +$1.03M 0.11% 109

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

Fi3 Financial Advisors's ATO Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Atmos Energy (ATO) in Q2 2026: 5,724 shares worth $445K. The stake represents 0.11% of the portfolio and ranks #109 among its holdings.

1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Fi3 Financial Advisors held 5,724 shares of Atmos Energy worth $445K as of Q2 2026.
  • Atmos Energy was a new Fi3 Financial Advisors position in Q2 2026.
  • Atmos Energy made up 0.11% of Fi3 Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.