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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's ATO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Atmos Energy (ATO) stake by 20% in Q1 2026, buying an estimated $1.41K and bringing the position to 49 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Pinnacle Wealth Planning Services first reported a position in ATO in Q4 2020 and has held it in 3 quarters since. The position peaked at $18K in Q4 2020. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 49 shares of Atmos Energy worth $9.05K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 8 Atmos Energy shares in Q1 2026, an estimated $1.41K.
  • Atmos Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2044 holding.
  • Pinnacle Wealth Planning Services first reported a position in Atmos Energy in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Atmos Energy position peaked at $18K in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.