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Modern Wealth Management’s Atmos Energy ATO Stock Holding History

Modern Wealth Management’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 		$316K Buy
1,835
+705
+62% +$126K ﹤0.01% 865
2026
Q1 		$210K Sell
1,130
-162
-13% -$28.6K ﹤0.01% 831
2025
Q4 		$217K Buy
+1,292
New +$223K ﹤0.01% 791

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

Modern Wealth Management's ATO Position: Q2 2026 in Review

Modern Wealth Management increased its Atmos Energy (ATO) stake by 62% in Q2 2026, buying an estimated $126K and bringing the position to 1,835 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Modern Wealth Management first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Modern Wealth Management held 1,835 shares of Atmos Energy worth $316K as of Q2 2026.
  • Modern Wealth Management bought 705 Atmos Energy shares in Q2 2026, an estimated $126K.
  • Atmos Energy made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #865 holding.
  • Modern Wealth Management first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.