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 Q3	–	Sell	-4	Closed	-$689	–	642
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 New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

IMG Wealth Management's ATO Position: Q3 2026 in Review

IMG Wealth Management sold out of Atmos Energy (ATO) in Q3 2026, closing a stake of 4 shares — an estimated $689 sold.

IMG Wealth Management first reported a position in ATO in Q1 2026 and held it in 2 quarters. The position peaked at $1.11K in Q1 2026. 891 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

IMG Wealth Management reported no remaining Atmos Energy position as of Q3 2026 after selling out during the quarter.
IMG Wealth Management sold 4 Atmos Energy shares in Q3 2026, an estimated $689.
IMG Wealth Management first reported a position in Atmos Energy in Q1 2026 and held it in 2 quarters.
IMG Wealth Management's Atmos Energy position peaked at $1.11K in Q1 2026.
891 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.