Mosley Wealth Management
ATO icon

Mosley Wealth Management’s Atmos Energy ATO Stock Holding History

Mosley 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
Q3 		$10.2K Hold
62
– – ﹤0.01% 388
2026
Q2 		$10.7K Sell
62
-3
-5% -$537 ﹤0.01% 378
2026
Q1 		$11.1K Buy
+65
New +$11.5K 0.01% 288

Other funds holding ATO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mosley Wealth Management's ATO Position: Q3 2026 in Review

Mosley Wealth Management held its Atmos Energy (ATO) position steady in Q3 2026 at 62 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Mosley Wealth Management first reported a position in ATO in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.1K in Q1 2026. 642 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Mosley Wealth Management held 62 shares of Atmos Energy worth $10.2K as of Q3 2026.
  • Mosley Wealth Management left its Atmos Energy share count unchanged in Q3 2026.
  • Atmos Energy made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #388 holding.
  • Mosley Wealth Management first reported a position in Atmos Energy in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's Atmos Energy position peaked at $11.1K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.