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Marshall Financial Group (Maryland)’s Atmos Energy ATO Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-1,405
Closed -$259K – 315
2026
Q1 		$259K Sell
1,405
-1,496
-52% -$264K 0.04% 255
2025
Q4 		$486K Sell
2,901
-416
-13% -$71.9K 0.09% 202
2025
Q3 		$566K Sell
3,317
-276
-8% -$44.6K 0.11% 181
2025
Q2 		$549K Buy
3,593
+479
+15% +$74.4K 0.11% 179
2025
Q1 		$481K Sell
3,114
-101
-3% -$14.7K 0.11% 163
2024
Q4 		$448K Sell
3,215
-84
-3% -$11.9K 0.11% 153
2024
Q3 		$458K Buy
+3,299
New +$424K 0.11% 156

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

Marshall Financial Group (Maryland)'s ATO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,405 shares — an estimated $259K sold.

Marshall Financial Group (Maryland) first reported a position in ATO in Q3 2024 and held it in 7 quarters. The position peaked at $566K in Q3 2025. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,405 Atmos Energy shares in Q2 2026, an estimated $259K.
  • Marshall Financial Group (Maryland) first reported a position in Atmos Energy in Q3 2024 and held it in 7 quarters.
  • Marshall Financial Group (Maryland)'s Atmos Energy position peaked at $566K in Q3 2025.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.