PI
ATO icon

PFG Investments’s Atmos Energy ATO Stock Holding History

PFG Investments’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 		$362K Sell
2,099
-101
-5% -$18.1K 0.01% 837
2026
Q1 		$406K Buy
2,200
+14
+0.6% +$2.47K 0.02% 695
2025
Q4 		$366K Buy
2,186
+1
+0% +$173 0.02% 713
2025
Q3 		$373K Buy
2,185
+100
+5% +$16.1K 0.02% 671
2025
Q2 		$321K Sell
2,085
-449
-18% -$69.7K 0.02% 708
2025
Q1 		$392K Hold
2,534
– – 0.03% 590
2024
Q4 		$353K Buy
2,534
+653
+35% +$92.9K 0.02% 639
2024
Q3 		$261K Sell
1,881
-407
-18% -$52.3K 0.02% 779
2024
Q2 		$267K Sell
2,288
-2
-0.1% -$233 0.02% 704
2024
Q1 		$272K Buy
+2,290
New +$263K 0.02% 780

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

PFG Investments's ATO Position: Q2 2026 in Review

PFG Investments reduced its Atmos Energy (ATO) stake by 4.6% in Q2 2026, selling an estimated $18.1K and leaving 2,099 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #837.

PFG Investments first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. The position peaked at $406K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • PFG Investments held 2,099 shares of Atmos Energy worth $362K as of Q2 2026.
  • PFG Investments sold 101 Atmos Energy shares in Q2 2026, an estimated $18.1K.
  • Atmos Energy made up 0.01% of PFG Investments's portfolio in Q2 2026, its #837 holding.
  • PFG Investments first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Atmos Energy position peaked at $406K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.