Key Financial Inc’s Atmos Energy ATO Stock Holding History

Key Financial Inc’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	$11.6K	Hold	74	–	–	﹤0.01%	831
2026 Q2	$12.7K	Hold	74	–	–	﹤0.01%	816
2026 Q1	$13.7K	Hold	74	–	–	﹤0.01%	809
2025 Q4	$12.4K	Hold	74	–	–	﹤0.01%	827
2025 Q3	$12.5K	Hold	74	–	–	﹤0.01%	825
2025 Q2	$11.4K	Hold	74	–	–	﹤0.01%	819
2025 Q1	$11.4K	Hold	74	–	–	﹤0.01%	787
2024 Q4	$10.3K	Hold	74	–	–	﹤0.01%	806
2024 Q3	$10.3K	Hold	74	–	–	﹤0.01%	791
2024 Q2	$8.63K	Hold	74	–	–	﹤0.01%	819
2024 Q1	$8.8K	Hold	74	–	–	﹤0.01%	793
2023 Q4	$8.58K	Hold	74	–	–	﹤0.01%	783
2023 Q3	$7.84K	Hold	74	–	–	﹤0.01%	788
2023 Q2	$8.61K	Buy	+74	New	+$8.56K	﹤0.01%	775

Other funds holding ATO

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

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Key Financial Inc's ATO Position: Q3 2026 in Review

Key Financial Inc held its Atmos Energy (ATO) position steady in Q3 2026 at 74 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Key Financial Inc first reported a position in ATO in Q2 2023 and has held it in 14 quarters since. The position peaked at $13.7K in Q1 2026. 642 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

Key Financial Inc held 74 shares of Atmos Energy worth $11.6K as of Q3 2026.
Key Financial Inc left its Atmos Energy share count unchanged in Q3 2026.
Atmos Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #831 holding.
Key Financial Inc first reported a position in Atmos Energy in Q2 2023 and has held it in 14 quarters since.
Key Financial Inc's Atmos Energy position peaked at $13.7K in Q1 2026.
642 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.