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Mowery & Schoenfeld Wealth Management’s Atmos Energy ATO Stock Holding History

Mowery & Schoenfeld 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 		$4.31K Hold
25
– – 0.01% 301
2026
Q1 		$4.62K Hold
25
– – 0.01% 288
2025
Q4 		$4.19K Hold
25
– – 0.01% 340
2025
Q3 		$4.27K Hold
25
– – 0.01% 299
2025
Q2 		$3.85K Hold
25
– – 0.01% 294
2025
Q1 		$3.87K Sell
25
-3
-11% -$438 0.01% 344
2024
Q4 		$3.9K Buy
+28
New +$3.98K 0.01% 329

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's ATO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Atmos Energy (ATO) position steady in Q2 2026 at 25 shares worth $4.31K. The position accounts for 0.01% of the portfolio, ranked #301.

Mowery & Schoenfeld Wealth Management first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.62K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 25 shares of Atmos Energy worth $4.31K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's Atmos Energy position peaked at $4.62K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.