IF
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Intrua Financial’s Atmos Energy ATO Stock Holding History

Intrua Financial’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 		– Sell
-2,475
Closed -$457K – 497
2026
Q1 		$457K Sell
2,475
-152
-6% -$26.9K 0.05% 278
2025
Q4 		$440K Sell
2,627
-155
-6% -$26.8K 0.05% 281
2025
Q3 		$475K Sell
2,782
-115
-4% -$18.6K 0.05% 261
2025
Q2 		$446K Sell
2,897
-571
-16% -$88.7K 0.06% 228
2025
Q1 		$536K Buy
3,468
+159
+5% +$23.2K 0.08% 185
2024
Q4 		$461K Sell
3,309
-2,301
-41% -$327K 0.07% 209
2024
Q3 		$778K Sell
5,610
-476
-8% -$61.2K 0.12% 148
2024
Q2 		$710K Sell
6,086
-262
-4% -$30.5K 0.11% 167
2024
Q1 		$755K Buy
6,348
+4,039
+175% +$463K 0.11% 174
2023
Q4 		$268K Hold
2,309
– – 0.04% 335
2023
Q3 		$245K Buy
2,309
+2
+0.1% +$233 0.04% 298
2023
Q2 		$268K Buy
+2,307
New +$267K 0.05% 291

Other funds holding ATO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Intrua Financial's ATO Position: Q2 2026 in Review

Intrua Financial sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 2,475 shares — an estimated $457K sold.

Intrua Financial first reported a position in ATO in Q2 2023 and held it in 12 quarters. The position peaked at $778K in Q3 2024. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Intrua Financial reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Intrua Financial sold 2,475 Atmos Energy shares in Q2 2026, an estimated $457K.
  • Intrua Financial first reported a position in Atmos Energy in Q2 2023 and held it in 12 quarters.
  • Intrua Financial's Atmos Energy position peaked at $778K in Q3 2024.
  • 388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.