Shah Wealth Advisors, LLC’s Atmos Energy ATO Stock Holding History

Shah Wealth Advisors, LLC’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	$327K	Buy	+1,899	New	+$340K	0.08%	66

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Shah Wealth Advisors, LLC's ATO Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Atmos Energy (ATO) in Q2 2026: 1,899 shares worth $327K. The stake represents 0.08% of the portfolio and ranks #66 among its holdings.

615 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Shah Wealth Advisors, LLC held 1,899 shares of Atmos Energy worth $327K as of Q2 2026.
Atmos Energy was a new Shah Wealth Advisors, LLC position in Q2 2026.
Atmos Energy made up 0.08% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #66 holding.
615 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.