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Legacy Financial Strategies’s Atmos Energy ATO Stock Holding History

Legacy Financial Strategies’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 		$3.13M Sell
18,181
-1,286
-7% -$230K 0.49% 28
2026
Q1 		$3.6M Sell
19,467
-649
-3% -$115K 0.65% 23
2025
Q4 		$3.37M Sell
20,116
-1,854
-8% -$321K 0.6% 25
2025
Q3 		$3.75M Buy
21,970
+981
+5% +$158K 0.68% 24
2025
Q2 		$3.23M Sell
20,989
-2,258
-10% -$351K 0.63% 30
2025
Q1 		$3.59M Sell
23,247
-687
-3% -$100K 0.78% 23
2024
Q4 		$3.31M Buy
23,934
+115
+0.5% +$16.4K 0.71% 26
2024
Q3 		$3.3M Buy
23,819
+100
+0.4% +$12.8K 0.73% 29
2024
Q2 		$2.73M Buy
23,719
+2,362
+11% +$275K 0.66% 32
2024
Q1 		$2.54M Buy
21,357
+334
+2% +$38.3K 0.65% 38
2023
Q4 		$2.44M Buy
21,023
+5
+0% +$559 0.69% 34
2023
Q3 		$2.3M Sell
21,018
-204
-1% -$23.8K 0.74% 30
2023
Q2 		$2.47M Buy
21,222
+1,713
+9% +$198K 0.83% 28
2023
Q1 		$2.19M Buy
19,509
+1,158
+6% +$132K 0.81% 25
2022
Q4 		$2.06M Buy
18,351
+1,149
+7% +$126K 0.85% 24
2022
Q3 		$1.75M Buy
17,202
+792
+5% +$90.7K 0.82% 23
2022
Q2 		$1.84M Buy
16,410
+805
+5% +$92.2K 0.91% 18
2022
Q1 		$1.86M Buy
15,605
+5,126
+49% +$560K 0.8% 22
2021
Q4 		$1.1M Sell
10,479
-3,567
-25% -$338K 0.47% 40
2021
Q3 		$1.24M Buy
14,046
+1,216
+9% +$118K 0.58% 37
2021
Q2 		$1.23M Buy
12,830
+887
+7% +$88.9K 0.59% 38
2021
Q1 		$1.18M Buy
11,943
+1,584
+15% +$144K 0.62% 34
2020
Q4 		$989K Sell
10,359
-141
-1% -$13.6K 0.5% 35
2020
Q3 		$1M Buy
+10,500
New +$1.05M 0.58% 32

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

Legacy Financial Strategies's ATO Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Atmos Energy (ATO) stake by 6.6% in Q2 2026, selling an estimated $230K and leaving 18,181 shares worth $3.13M. The position accounts for 0.49% of the portfolio, ranked #28.

Legacy Financial Strategies first reported a position in ATO in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.75M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Legacy Financial Strategies held 18,181 shares of Atmos Energy worth $3.13M as of Q2 2026.
  • Legacy Financial Strategies sold 1,286 Atmos Energy shares in Q2 2026, an estimated $230K.
  • Atmos Energy made up 0.49% of Legacy Financial Strategies's portfolio in Q2 2026, its #28 holding.
  • Legacy Financial Strategies first reported a position in Atmos Energy in Q3 2020 and has held it in 24 quarters since.
  • Legacy Financial Strategies's Atmos Energy position peaked at $3.75M in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.