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PFS Partners’s Atmos Energy ATO Stock Holding History

PFS Partners’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 		$60.3K Hold
350
– – 0.02% 184
2026
Q1 		$64.7K Hold
350
– – 0.03% 155
2025
Q4 		$58.7K Sell
350
-150
-30% -$25.9K 0.03% 168
2025
Q3 		$85.4K Hold
500
– – 0.04% 124
2025
Q2 		$77.1K Hold
500
– – 0.04% 125
2025
Q1 		$77.3K Hold
500
– – 0.04% 115
2024
Q4 		$69.6K Hold
500
– – 0.04% 123
2024
Q3 		$69.4K Buy
+500
New +$64.2K 0.04% 116

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

PFS Partners's ATO Position: Q2 2026 in Review

PFS Partners held its Atmos Energy (ATO) position steady in Q2 2026 at 350 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #184.

PFS Partners first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. The position peaked at $85.4K in Q3 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • PFS Partners held 350 shares of Atmos Energy worth $60.3K as of Q2 2026.
  • PFS Partners left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.02% of PFS Partners's portfolio in Q2 2026, its #184 holding.
  • PFS Partners first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
  • PFS Partners's Atmos Energy position peaked at $85.4K in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.