GoalVest Advisory’s Atmos Energy ATO Stock Holding History

GoalVest Advisory’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 Q3	$13.1K	Buy	+84	New	+$14.2K	﹤0.01%	390
2026 Q2	–	Sell	-5,867	Closed	-$1.08M	–	505
2026 Q1	$1.08M	Hold	5,867	–	–	0.21%	74
2025 Q4	$983K	Hold	5,867	–	–	0.19%	83
2025 Q3	$1M	Hold	5,867	–	–	0.21%	75
2025 Q2	$904K	Sell	5,867 -100	-2%	-$15.5K	0.22%	72
2025 Q1	$922K	Sell	5,967 -400	-6%	-$58.4K	0.25%	71
2024 Q4	$887K	Hold	6,367	–	–	0.24%	69
2024 Q3	$883K	Sell	6,367 -450	-7%	-$57.8K	0.25%	67
2024 Q2	$795K	Hold	6,817	–	–	0.25%	66
2024 Q1	$810K	Buy	+6,817	New	+$782K	0.27%	64

Other funds holding ATO

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

GoalVest Advisory's ATO Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Atmos Energy (ATO) in Q3 2026: 84 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ATO as recently as Q1 2026.

GoalVest Advisory first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2026. 27 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

GoalVest Advisory held 84 shares of Atmos Energy worth $13.1K as of Q3 2026.
Atmos Energy was a new GoalVest Advisory position in Q3 2026.
Atmos Energy made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #390 holding.
GoalVest Advisory first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
GoalVest Advisory's Atmos Energy position peaked at $1.08M in Q1 2026.
27 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.