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Pinnacle Wealth Planning Services’s Atmos Energy ATO Stock Holding History

Pinnacle Wealth Planning Services’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 		$10.2K Buy
59
+10
+20% +$1.79K ﹤0.01% 2059
2026
Q1 		$9.05K Buy
49
+8
+20% +$1.41K ﹤0.01% 2044
2025
Q4 		$6.87K Buy
+41
New +$7.09K ﹤0.01% 2176
2021
Q1 		– Sell
-185
Closed -$18K – 470
2020
Q4 		$18K Buy
+185
New +$17.8K ﹤0.01% 1184

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

Pinnacle Wealth Planning Services's ATO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Atmos Energy (ATO) stake by 20% in Q2 2026, buying an estimated $1.79K and bringing the position to 59 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Pinnacle Wealth Planning Services first reported a position in ATO in Q4 2020 and has held it in 4 quarters since. The position peaked at $18K in Q4 2020. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 59 shares of Atmos Energy worth $10.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Atmos Energy shares in Q2 2026, an estimated $1.79K.
  • Atmos Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2059 holding.
  • Pinnacle Wealth Planning Services first reported a position in Atmos Energy in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Atmos Energy position peaked at $18K in Q4 2020.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.