Keystone Financial Group (Georgia)’s Atmos Energy ATO Stock Holding History

Keystone Financial Group (Georgia)’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	$197K	Buy	1,143 +7	+0.6%	+$1.25K	0.1%	53
2026 Q1	$210K	Buy	1,136 +6	+0.5%	+$1.06K	0.11%	55
2025 Q4	$189K	Buy	1,130 +7	+0.6%	+$1.21K	0.1%	63
2025 Q3	$192K	Buy	1,123 +166	+17%	+$26.8K	0.11%	62
2025 Q2	$150K	Buy	957 +385	+67%	+$59.8K	0.1%	63
2025 Q1	$92.6K	Buy	572 +3	+0.5%	+$438	0.07%	72
2024 Q4	$79.2K	Buy	+569	New	+$80.9K	0.06%	83

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keystone Financial Group (Georgia)'s ATO Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Atmos Energy (ATO) stake by 0.62% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,143 shares worth $197K. The position accounts for 0.1% of the portfolio, ranked #53.

Keystone Financial Group (Georgia) first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $210K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Keystone Financial Group (Georgia) held 1,143 shares of Atmos Energy worth $197K as of Q2 2026.
Keystone Financial Group (Georgia) bought 7 Atmos Energy shares in Q2 2026, an estimated $1.25K.
Atmos Energy made up 0.1% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #53 holding.
Keystone Financial Group (Georgia) first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s Atmos Energy position peaked at $210K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.