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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
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% +$1.61K 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

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

Phillips Financial Management's ATO Position: Q2 2026 in Review

Phillips Financial Management reduced its Atmos Energy (ATO) stake by 0.04% in Q2 2026, selling an estimated $1.07K and leaving 15,167 shares worth $2.61M. The position accounts for 0.19% of the portfolio, ranked #68.

Phillips Financial Management first reported a position in ATO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.55M in Q1 2022. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Phillips Financial Management held 15,167 shares of Atmos Energy worth $2.61M as of Q2 2026.
  • Phillips Financial Management sold 6 Atmos Energy shares in Q2 2026, an estimated $1.07K.
  • Atmos Energy made up 0.19% of Phillips Financial Management's portfolio in Q2 2026, its #68 holding.
  • Phillips Financial Management first reported a position in Atmos Energy in Q4 2021 and has held it in 19 quarters since.
  • Phillips Financial Management's Atmos Energy position peaked at $3.55M in Q1 2022.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.