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Financially Speaking’s Atmos Energy ATO Stock Holding History

Financially Speaking’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 		$11.7K Hold
63
– – 0.06% 58
2026
Q1 		$11.7K Hold
63
– – 0.06% 58
2025
Q4 		$10.6K Hold
63
– – 0.01% 105
2025
Q3 		$10.7K Buy
63
+1
+2% +$161 0.01% 109
2025
Q2 		$9.6K Buy
+62
New +$9.63K 0.01% 93
2025
Q1 		– Sell
-62
Closed -$8.57K – 84
2024
Q4 		$8.57K Buy
+62
New +$8.82K 0.01% 106

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Financially Speaking's ATO Position: Q2 2026 in Review

Financially Speaking held its Atmos Energy (ATO) position steady in Q2 2026 at 63 shares worth $11.7K. The position accounts for 0.06% of the portfolio, ranked #58.

Financially Speaking first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. 295 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Financially Speaking held 63 shares of Atmos Energy worth $11.7K as of Q2 2026.
  • Financially Speaking left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.06% of Financially Speaking's portfolio in Q2 2026, its #58 holding.
  • Financially Speaking first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
  • 295 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.