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Merit Financial Group’s Atmos Energy ATO Stock Holding History

Merit 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 		$6.28M Buy
36,434
+2,929
+9% +$525K 0.04% 373
2026
Q1 		$6.19M Buy
33,505
+6,460
+24% +$1.14M 0.05% 339
2025
Q4 		$4.53M Buy
27,045
+481
+2% +$83.2K 0.04% 378
2025
Q3 		$4.54M Sell
26,564
-1,032
-4% -$167K 0.04% 333
2025
Q2 		$4.25M Buy
27,596
+22,982
+498% +$3.57M 0.05% 319
2025
Q1 		$713K Buy
4,614
+459
+11% +$67K 0.01% 790
2024
Q4 		$579K Buy
4,155
+1,082
+35% +$154K 0.01% 673
2024
Q3 		$426K Sell
3,073
-783
-20% -$101K 0.01% 589
2024
Q2 		$450K Buy
3,856
+70
+2% +$8.16K 0.01% 604
2024
Q1 		$452K Buy
3,786
+1,067
+39% +$122K 0.01% 589
2023
Q4 		$315K Buy
2,719
+19
+0.7% +$2.12K 0.01% 608
2023
Q3 		$286K Sell
2,700
-187
-6% -$21.8K 0.01% 598
2023
Q2 		$336K Buy
2,887
+1,072
+59% +$124K 0.01% 569
2023
Q1 		$204K Buy
1,815
+11
+0.6% +$1.25K 0.01% 588
2022
Q4 		$202K Buy
+1,804
New +$198K 0.01% 623
2022
Q2 		– Sell
-1,763
Closed -$211K – 585
2022
Q1 		$211K Buy
+1,763
New +$193K 0.01% 359

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

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

Merit Financial Group increased its Atmos Energy (ATO) stake by 8.7% in Q2 2026, buying an estimated $525K and bringing the position to 36,434 shares worth $6.28M. The position accounts for 0.04% of the portfolio, ranked #373.

Merit Financial Group first reported a position in ATO in Q1 2022 and has held it in 16 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Merit Financial Group held 36,434 shares of Atmos Energy worth $6.28M as of Q2 2026.
  • Merit Financial Group bought 2,929 Atmos Energy shares in Q2 2026, an estimated $525K.
  • Atmos Energy made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #373 holding.
  • Merit Financial Group first reported a position in Atmos Energy in Q1 2022 and has held it in 16 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.