Phillips Financial Management
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Phillips Financial Management’s Atmos Energy ATO Stock Holding History

Phillips Financial 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
Q3 		$2.37M Sell
15,154
-13
-0.1% -$2.2K 0.18% 70
2026
Q2 		$2.61M Sell
15,167
-6
-0% -$1.07K 0.19% 68
2026
Q1 		$2.8M Buy
15,173
+7
+0% +$1.24K 0.2% 70
2025
Q4 		$2.54M Hold
15,166
– – 0.16% 73
2025
Q3 		$2.59M Buy
15,166
+10
+0.1% +$1.62K 0.17% 72
2025
Q2 		$2.34M Buy
15,156
+17
+0.1% +$2.64K 0.17% 74
2025
Q1 		$2.34M Buy
15,139
+32
+0.2% +$4.67K 0.18% 72
2024
Q4 		$2.1M Sell
15,107
-8,983
-37% -$1.28M 0.17% 80
2024
Q3 		$3.34M Sell
24,090
-990
-4% -$127K 0.26% 63
2024
Q2 		$2.93M Buy
25,080
+20
+0.1% +$2.33K 0.24% 67
2024
Q1 		$2.98M Buy
25,060
+9
+0% +$1.03K 0.24% 69
2023
Q4 		$2.9M Sell
25,051
-2
-0% -$223 0.25% 67
2023
Q3 		$2.65M Buy
25,053
+4
+0% +$467 0.25% 68
2023
Q2 		$2.91M Buy
25,049
+7
+0% +$810 0.27% 66
2023
Q1 		$2.81M Sell
25,042
-4,699
-16% -$534K 0.27% 66
2022
Q4 		$3.33M Buy
29,741
+10
+0% +$1.1K 0.34% 60
2022
Q3 		$3.03M Buy
29,731
+11
+0% +$1.26K 0.33% 61
2022
Q2 		$3.33M Buy
29,720
+19
+0.1% +$2.18K 0.36% 55
2022
Q1 		$3.55M Hold
29,701
– – 0.34% 53
2021
Q4 		$3.11M Buy
+29,701
New +$2.82M 0.3% 54

Other funds holding ATO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Phillips Financial Management's ATO Position: Q3 2026 in Review

Phillips Financial Management reduced its Atmos Energy (ATO) stake by 0.09% in Q3 2026, selling an estimated $2.2K and leaving 15,154 shares worth $2.37M. The position accounts for 0.18% of the portfolio, ranked #70.

Phillips Financial Management first reported a position in ATO in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.55M in Q1 2022. 615 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Phillips Financial Management held 15,154 shares of Atmos Energy worth $2.37M as of Q3 2026.
  • Phillips Financial Management sold 13 Atmos Energy shares in Q3 2026, an estimated $2.2K.
  • Atmos Energy made up 0.18% of Phillips Financial Management's portfolio in Q3 2026, its #70 holding.
  • Phillips Financial Management first reported a position in Atmos Energy in Q4 2021 and has held it in 20 quarters since.
  • Phillips Financial Management's Atmos Energy position peaked at $3.55M in Q1 2022.
  • 615 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.