KFI
ATO icon

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
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

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

Key Financial Inc's ATO Position: Q2 2026 in Review

Key Financial Inc held its Atmos Energy (ATO) position steady in Q2 2026 at 74 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Key Financial Inc first reported a position in ATO in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.7K in Q1 2026. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Key Financial Inc held 74 shares of Atmos Energy worth $12.7K as of Q2 2026.
  • Key Financial Inc left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #816 holding.
  • Key Financial Inc first reported a position in Atmos Energy in Q2 2023 and has held it in 13 quarters since.
  • Key Financial Inc's Atmos Energy position peaked at $13.7K in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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