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PAX Financial Group’s Atmos Energy ATO Stock Holding History

PAX Financial Group’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 		$314K Sell
1,823
-104
-5% -$18.6K 0.05% 163
2026
Q1 		$356K Sell
1,927
-802
-29% -$142K 0.06% 152
2025
Q4 		$457K Sell
2,729
-449
-14% -$77.6K 0.08% 134
2025
Q3 		$543K Buy
3,178
+70
+2% +$11.3K 0.1% 134
2025
Q2 		$479K Sell
3,108
-421
-12% -$65.4K 0.09% 150
2025
Q1 		$545K Buy
3,529
+389
+12% +$56.7K 0.1% 166
2024
Q4 		$437K Buy
3,140
+204
+7% +$29K 0.08% 178
2024
Q3 		$407K Buy
2,936
+210
+8% +$27K 0.07% 187
2024
Q2 		$318K Buy
2,726
+193
+8% +$22.5K 0.06% 200
2024
Q1 		$301K Sell
2,533
-13
-0.5% -$1.49K 0.06% 199
2023
Q4 		$288K Buy
2,546
+121
+5% +$13.5K 0.06% 196
2023
Q3 		$257K Buy
2,425
+155
+7% +$18.1K 0.06% 191
2023
Q2 		$264K Buy
2,270
+256
+13% +$29.6K 0.06% 183
2023
Q1 		$226K Buy
2,014
+28
+1% +$3.19K 0.05% 178
2022
Q4 		$223K Sell
1,986
-562
-22% -$61.8K 0.06% 193
2022
Q3 		$259K Buy
2,548
+72
+3% +$8.25K 0.07% 155
2022
Q2 		$278K Buy
2,476
+186
+8% +$21.3K 0.07% 151
2022
Q1 		$274K Buy
2,290
+231
+11% +$25.2K 0.06% 175
2021
Q4 		$216K Buy
+2,059
New +$195K 0.05% 192

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

PAX Financial Group's ATO Position: Q2 2026 in Review

PAX Financial Group reduced its Atmos Energy (ATO) stake by 5.4% in Q2 2026, selling an estimated $18.6K and leaving 1,823 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #163.

PAX Financial Group first reported a position in ATO in Q4 2021 and has held it in 19 quarters since. The position peaked at $545K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • PAX Financial Group held 1,823 shares of Atmos Energy worth $314K as of Q2 2026.
  • PAX Financial Group sold 104 Atmos Energy shares in Q2 2026, an estimated $18.6K.
  • Atmos Energy made up 0.05% of PAX Financial Group's portfolio in Q2 2026, its #163 holding.
  • PAX Financial Group first reported a position in Atmos Energy in Q4 2021 and has held it in 19 quarters since.
  • PAX Financial Group's Atmos Energy position peaked at $545K in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.