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Planning Strategies’s Atmos Energy ATO Stock Holding History

Planning Strategies’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 		$1.9K Buy
+11
New +$1.97K ﹤0.01% 603

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Planning Strategies's ATO Position: Q2 2026 in Review

Planning Strategies opened a new position in Atmos Energy (ATO) in Q2 2026: 11 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings.

993 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Planning Strategies held 11 shares of Atmos Energy worth $1.9K as of Q2 2026.
  • Atmos Energy was a new Planning Strategies position in Q2 2026.
  • Atmos Energy made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #603 holding.
  • 993 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.