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Financial Management Professionals’s Atmos Energy ATO Stock Holding History

Financial Management Professionals’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 		$12.7K Hold
74
– – ﹤0.01% 545
2026
Q1 		$13.7K Hold
74
– – ﹤0.01% 483
2025
Q4 		$12.4K Hold
74
– – ﹤0.01% 496
2025
Q3 		$12.6K Hold
74
– – ﹤0.01% 483
2025
Q2 		$11.4K Hold
74
– – ﹤0.01% 520
2025
Q1 		$11.4K Hold
74
– – ﹤0.01% 504
2024
Q4 		$10.3K Buy
74
+1
+1% +$142 ﹤0.01% 506
2024
Q3 		$10K Buy
73
+5
+7% +$642 ﹤0.01% 519
2024
Q2 		$8K Buy
68
+2
+3% +$233 ﹤0.01% 508
2024
Q1 		$8K Sell
66
-12
-15% -$1.38K ﹤0.01% 571
2023
Q4 		$9K Hold
78
– – ﹤0.01% 545
2023
Q3 		$8K Buy
78
+10
+15% +$1.17K ﹤0.01% 517
2023
Q2 		$8K Buy
68
+16
+31% +$1.85K ﹤0.01% 570
2023
Q1 		$6K Buy
52
+25
+93% +$2.84K ﹤0.01% 638
2022
Q4 		$3K Buy
27
+9
+50% +$990 ﹤0.01% 679
2022
Q3 		$2K Hold
18
– – ﹤0.01% 716
2022
Q2 		$2K Buy
18
+9
+100% +$1.03K ﹤0.01% 728
2022
Q1 		$1K Buy
9
+1
+13% +$109 ﹤0.01% 836
2021
Q4 		$1K Buy
8
+1
+14% +$95 ﹤0.01% 780
2021
Q3 		$1K Sell
7
-12
-63% -$1.16K ﹤0.01% 771
2021
Q2 		$2K Hold
19
– – ﹤0.01% 644
2021
Q1 		$2K Hold
19
– – ﹤0.01% 559
2020
Q4 		$2K Hold
19
– – ﹤0.01% 527
2020
Q3 		$2K Buy
19
+12
+171% +$1.2K ﹤0.01% 487
2020
Q2 		$1K Buy
+7
New +$706 ﹤0.01% 533

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

Financial Management Professionals's ATO Position: Q2 2026 in Review

Financial Management Professionals held its Atmos Energy (ATO) position steady in Q2 2026 at 74 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Financial Management Professionals first reported a position in ATO in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.7K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Financial Management Professionals held 74 shares of Atmos Energy worth $12.7K as of Q2 2026.
  • Financial Management Professionals left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #545 holding.
  • Financial Management Professionals first reported a position in Atmos Energy in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's Atmos Energy position peaked at $13.7K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.