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Journey Retirement Planning & Investment Management’s Atmos Energy ATO Stock Holding History

Journey Retirement Planning & Investment 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 		$466K Buy
+2,704
New +$484K 0.36% 89

Other funds holding ATO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Journey Retirement Planning & Investment Management's ATO Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Atmos Energy (ATO) in Q2 2026: 2,704 shares worth $466K. The stake represents 0.36% of the portfolio and ranks #89 among its holdings.

478 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 2,704 shares of Atmos Energy worth $466K as of Q2 2026.
  • Atmos Energy was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • Atmos Energy made up 0.36% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #89 holding.
  • 478 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.