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Montgomery Financial Services’s Atmos Energy ATO Stock Holding History

Montgomery 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 		$10.7K Buy
+62
New +$11.1K 0.01% 167

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Atmos Energy (ATO) in Q2 2026: 62 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings.

993 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Montgomery Financial Services held 62 shares of Atmos Energy worth $10.7K as of Q2 2026.
  • Atmos Energy was a new Montgomery Financial Services position in Q2 2026.
  • Atmos Energy made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #167 holding.
  • 993 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.