GDS Wealth Management’s Atmos Energy ATO Stock Holding History

GDS Wealth Management’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	$776K	Hold	4,507	–	–	0.04%	110
2026 Q1	$833K	Buy	4,507 +201	+5%	+$35.5K	0.05%	96
2025 Q4	$722K	Hold	4,306	–	–	0.05%	104
2025 Q3	$735K	Hold	4,306	–	–	0.05%	101
2025 Q2	$664K	Hold	4,306	–	–	0.05%	103
2025 Q1	$666K	Hold	4,306	–	–	0.06%	95
2024 Q4	$600K	Hold	4,306	–	–	0.05%	104
2024 Q3	$597K	Hold	4,306	–	–	0.06%	88
2024 Q2	$502K	Hold	4,306	–	–	0.06%	83
2024 Q1	$512K	Hold	4,306	–	–	0.06%	88
2023 Q4	$499K	Hold	4,306	–	–	0.07%	85
2023 Q3	$456K	Buy	+4,306	New	+$502K	0.07%	77

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GDS Wealth Management's ATO Position: Q2 2026 in Review

GDS Wealth Management held its Atmos Energy (ATO) position steady in Q2 2026 at 4,507 shares worth $776K. The position accounts for 0.04% of the portfolio, ranked #110.

GDS Wealth Management first reported a position in ATO in Q3 2023 and has held it in 12 quarters since. The position peaked at $833K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

GDS Wealth Management held 4,507 shares of Atmos Energy worth $776K as of Q2 2026.
GDS Wealth Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.04% of GDS Wealth Management's portfolio in Q2 2026, its #110 holding.
GDS Wealth Management first reported a position in Atmos Energy in Q3 2023 and has held it in 12 quarters since.
GDS Wealth Management's Atmos Energy position peaked at $833K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.