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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
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

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Mosley Wealth Management reduced its Atmos Energy (ATO) stake by 4.6% in Q2 2026, selling an estimated $537 and leaving 62 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Mosley Wealth Management first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.1K in Q1 2026. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Mosley Wealth Management held 62 shares of Atmos Energy worth $10.7K as of Q2 2026.
  • Mosley Wealth Management sold 3 Atmos Energy shares in Q2 2026, an estimated $537.
  • Atmos Energy made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #378 holding.
  • Mosley Wealth Management first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Atmos Energy position peaked at $11.1K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.