Plante Moran Financial Advisors’s Atmos Energy ATO Stock Holding History

Plante Moran Financial Advisors’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	$6.55K	Buy	+38	New	+$6.8K	﹤0.01%	604
2025 Q4	–	Sell	-661	Closed	-$113K	–	818
2025 Q3	$113K	Hold	661	–	–	0.01%	227
2025 Q2	$102K	Sell	661 -100	-13%	-$15.5K	0.01%	233
2025 Q1	$118K	Buy	761 +73	+11%	+$10.6K	0.01%	222
2024 Q4	$95.8K	Hold	688	–	–	0.01%	266
2024 Q3	$95.4K	Buy	688 +27	+4%	+$3.47K	0.01%	292
2024 Q2	$77.1K	Hold	661	–	–	0.01%	277
2024 Q1	$78.5K	Hold	661	–	–	0.01%	276
2023 Q4	$76.6K	Hold	661	–	–	0.01%	275
2023 Q3	$70K	Hold	661	–	–	0.01%	260
2023 Q2	$76.8K	Hold	661	–	–	0.01%	252
2023 Q1	$74.2K	Hold	661	–	–	0.01%	251
2022 Q4	$74K	Hold	661	–	–	0.01%	264
2022 Q3	$67K	Sell	661 -44	-6%	-$5.04K	0.01%	269
2022 Q2	$79K	Buy	705 +44	+7%	+$5.04K	0.01%	247
2022 Q1	$79K	Hold	661	–	–	0.01%	258
2021 Q4	$69K	Hold	661	–	–	0.01%	303
2021 Q3	$58K	Hold	661	–	–	0.01%	359
2021 Q2	$63K	Hold	661	–	–	0.02%	323
2021 Q1	$65K	Hold	661	–	–	0.02%	305
2020 Q4	$63K	Hold	661	–	–	0.02%	312
2020 Q3	$63K	Hold	661	–	–	0.02%	283
2020 Q2	$66K	Hold	661	–	–	0.03%	258
2020 Q1	$66K	Hold	661	–	–	0.03%	227
2019 Q4	$74K	Buy	+661	New	+$72.5K	0.03%	260
2016 Q2	–	Sell	-25	Closed	-$2K	–	902
2016 Q1	$2K	Buy	+25	New	+$1.72K	﹤0.01%	704

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Plante Moran Financial Advisors's ATO Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Atmos Energy (ATO) in Q2 2026: 38 shares worth $6.55K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in ATO as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in ATO in Q1 2016 and has held it in 26 quarters since. The position peaked at $118K in Q1 2025. 567 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Plante Moran Financial Advisors held 38 shares of Atmos Energy worth $6.55K as of Q2 2026.
Atmos Energy was a new Plante Moran Financial Advisors position in Q2 2026.
Atmos Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #604 holding.
Plante Moran Financial Advisors first reported a position in Atmos Energy in Q1 2016 and has held it in 26 quarters since.
Plante Moran Financial Advisors's Atmos Energy position peaked at $118K in Q1 2025.
567 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.