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Peterson Wealth Management’s Atmos Energy ATO Stock Holding History

Peterson 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 		$89.5K Buy
520
+4
+0.8% +$716 0.04% 65
2026
Q1 		$95.4K Buy
+516
New +$91.2K 0.06% 58

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

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

Peterson Wealth Management increased its Atmos Energy (ATO) stake by 0.78% in Q2 2026, buying an estimated $716 and bringing the position to 520 shares worth $89.5K. The position accounts for 0.04% of the portfolio, ranked #65.

Peterson Wealth Management first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. The position peaked at $95.4K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Peterson Wealth Management held 520 shares of Atmos Energy worth $89.5K as of Q2 2026.
  • Peterson Wealth Management bought 4 Atmos Energy shares in Q2 2026, an estimated $716.
  • Atmos Energy made up 0.04% of Peterson Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Peterson Wealth Management first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • Peterson Wealth Management's Atmos Energy position peaked at $95.4K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.