Mirabella Financial Services’s Atmos Energy ATO Stock Holding History

Mirabella Financial Services’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	$1.76M	Buy	+10,236	New	+$1.83M	0.17%	57
2026 Q1	–	Sell	-4,251	Closed	-$713K	–	915
2025 Q4	$713K	Buy	+4,251	New	+$735K	0.07%	160
2024 Q1	–	Sell	-3,956	Closed	-$459K	–	504
2023 Q4	$459K	Sell	3,956 -3,974	-50%	-$444K	0.06%	226
2023 Q3	$840K	Buy	+7,930	New	+$925K	0.12%	167
2023 Q1	–	Sell	-3,459	Closed	-$388K	–	398
2022 Q4	$388K	Buy	+3,459	New	+$380K	0.03%	225
2022 Q1	–	Sell	-9,060	Closed	-$949K	–	535
2021 Q4	$949K	Buy	+9,060	New	+$859K	0.1%	166
2021 Q3	–	Sell	-5,209	Closed	-$501K	–	430
2021 Q2	$501K	Buy	+5,209	New	+$522K	0.09%	165
2020 Q4	–	Sell	-6,545	Closed	-$626K	–	319
2020 Q3	$626K	Buy	+6,545	New	+$653K	0.09%	116

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

Mirabella Financial Services's ATO Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in Atmos Energy (ATO) in Q2 2026: 10,236 shares worth $1.76M. The stake represents 0.17% of the portfolio and ranks #57 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in ATO as recently as Q4 2025.

Mirabella Financial Services first reported a position in ATO in Q3 2020 and has held it in 8 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Mirabella Financial Services held 10,236 shares of Atmos Energy worth $1.76M as of Q2 2026.
Atmos Energy was a new Mirabella Financial Services position in Q2 2026.
Atmos Energy made up 0.17% of Mirabella Financial Services's portfolio in Q2 2026, its #57 holding.
Mirabella Financial Services first reported a position in Atmos Energy in Q3 2020 and has held it in 8 quarters since.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.