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Larson Financial Group’s Atmos Energy ATO Stock Holding History

Larson Financial Group’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 		$293K Sell
1,699
-1,460
-46% -$261K 0.01% 712
2026
Q1 		$584K Sell
3,159
-75
-2% -$13.3K 0.02% 438
2025
Q4 		$542K Sell
3,234
-666
-17% -$115K 0.02% 436
2025
Q3 		$666K Sell
3,900
-399
-9% -$64.4K 0.02% 397
2025
Q2 		$662K Buy
4,299
+288
+7% +$44.7K 0.03% 366
2025
Q1 		$620K Buy
4,011
+259
+7% +$37.8K 0.03% 343
2024
Q4 		$522K Buy
3,752
+398
+12% +$56.6K 0.03% 346
2024
Q3 		$465K Buy
3,354
+1,777
+113% +$228K 0.03% 352
2024
Q2 		$184K Buy
+1,577
New +$184K 0.01% 495
2024
Q1 		– Sell
-900
Closed -$104K – 1795
2023
Q4 		$104K Hold
900
– – 0.01% 476
2023
Q3 		$95.3K Buy
+900
New +$105K 0.01% 459

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

Larson Financial Group's ATO Position: Q2 2026 in Review

Larson Financial Group reduced its Atmos Energy (ATO) stake by 46% in Q2 2026, selling an estimated $261K and leaving 1,699 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #712.

Larson Financial Group first reported a position in ATO in Q3 2023 and has held it in 11 quarters since. The position peaked at $666K in Q3 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Larson Financial Group held 1,699 shares of Atmos Energy worth $293K as of Q2 2026.
  • Larson Financial Group sold 1,460 Atmos Energy shares in Q2 2026, an estimated $261K.
  • Atmos Energy made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #712 holding.
  • Larson Financial Group first reported a position in Atmos Energy in Q3 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Atmos Energy position peaked at $666K in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.