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Personal CFO Solutions’s Atmos Energy ATO Stock Holding History

Personal CFO Solutions’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 		$378K Sell
2,192
-1,376
-39% -$246K 0.05% 332
2026
Q1 		$659K Buy
3,568
+740
+26% +$131K 0.09% 201
2025
Q4 		$474K Buy
2,828
+73
+3% +$12.6K 0.08% 249
2025
Q3 		$470K Buy
2,755
+2
+0.1% +$323 0.08% 242
2025
Q2 		$424K Sell
2,753
-59
-2% -$9.16K 0.08% 251
2025
Q1 		$435K Buy
2,812
+82
+3% +$12K 0.09% 236
2024
Q4 		$380K Buy
2,730
+18
+0.7% +$2.56K 0.07% 254
2024
Q3 		$376K Sell
2,712
-3
-0.1% -$385 0.05% 335
2024
Q2 		$317K Sell
2,715
-68
-2% -$7.92K 0.05% 362
2024
Q1 		$331K Sell
2,783
-55
-2% -$6.31K 0.05% 368
2023
Q4 		$329K Buy
2,838
+413
+17% +$46.2K 0.06% 346
2023
Q3 		$257K Sell
2,425
-94
-4% -$11K 0.05% 365
2023
Q2 		$293K Buy
2,519
+218
+9% +$25.2K 0.06% 336
2023
Q1 		$259K Buy
2,301
+84
+4% +$9.55K 0.05% 360
2022
Q4 		$248K Buy
2,217
+227
+11% +$25K 0.05% 357
2022
Q3 		$203K Buy
1,990
+98
+5% +$11.2K 0.05% 368
2022
Q2 		$212K Buy
+1,892
New +$217K 0.05% 377

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

Personal CFO Solutions's ATO Position: Q2 2026 in Review

Personal CFO Solutions reduced its Atmos Energy (ATO) stake by 39% in Q2 2026, selling an estimated $246K and leaving 2,192 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #332.

Personal CFO Solutions first reported a position in ATO in Q2 2022 and has held it in 17 quarters since. The position peaked at $659K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Personal CFO Solutions held 2,192 shares of Atmos Energy worth $378K as of Q2 2026.
  • Personal CFO Solutions sold 1,376 Atmos Energy shares in Q2 2026, an estimated $246K.
  • Atmos Energy made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #332 holding.
  • Personal CFO Solutions first reported a position in Atmos Energy in Q2 2022 and has held it in 17 quarters since.
  • Personal CFO Solutions's Atmos Energy position peaked at $659K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.