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IMG Wealth Management’s Atmos Energy ATO Stock Holding History

IMG 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 		$689 Sell
4
-2
-33% -$358 ﹤0.01% 509
2026
Q1 		$1.11K Buy
+6
New +$1.06K ﹤0.01% 470

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

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

IMG Wealth Management reduced its Atmos Energy (ATO) stake by 33% in Q2 2026, selling an estimated $358 and leaving 4 shares worth $689. The position accounts for ﹤0.01% of the portfolio, ranked #509.

IMG Wealth Management first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.11K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • IMG Wealth Management held 4 shares of Atmos Energy worth $689 as of Q2 2026.
  • IMG Wealth Management sold 2 Atmos Energy shares in Q2 2026, an estimated $358.
  • Atmos Energy made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #509 holding.
  • IMG Wealth Management first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • IMG Wealth Management's Atmos Energy position peaked at $1.11K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.