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Plan A Wealth’s Atmos Energy ATO Stock Holding History

Plan A Wealth’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 		$212K Buy
1,231
+57
+5% +$10.2K 0.09% 175
2026
Q1 		$217K Buy
+1,174
New +$207K 0.1% 154

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Plan A Wealth's ATO Position: Q2 2026 in Review

Plan A Wealth increased its Atmos Energy (ATO) stake by 4.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,231 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #175.

Plan A Wealth first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. The position peaked at $217K in Q1 2026. 762 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Plan A Wealth held 1,231 shares of Atmos Energy worth $212K as of Q2 2026.
  • Plan A Wealth bought 57 Atmos Energy shares in Q2 2026, an estimated $10.2K.
  • Atmos Energy made up 0.09% of Plan A Wealth's portfolio in Q2 2026, its #175 holding.
  • Plan A Wealth first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • Plan A Wealth's Atmos Energy position peaked at $217K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.