Private Wealth Management Group’s Atmos Energy ATO Stock Holding History

Private Wealth Management Group’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	$10.7K	Hold	62	–	–	﹤0.01%	558
2026 Q1	$11.5K	Hold	62	–	–	﹤0.01%	489
2025 Q4	$10.4K	Hold	62	–	–	﹤0.01%	500
2025 Q3	$10.6K	Hold	62	–	–	﹤0.01%	492
2025 Q2	$9.55K	Hold	62	–	–	﹤0.01%	504
2025 Q1	$9.58K	Buy	62 +14	+29%	+$2.04K	﹤0.01%	483
2024 Q4	$6.68K	Hold	48	–	–	﹤0.01%	625
2024 Q3	$6.66K	Hold	48	–	–	﹤0.01%	610
2024 Q2	$5.6K	Hold	48	–	–	﹤0.01%	664
2024 Q1	$5.71K	Hold	48	–	–	﹤0.01%	583
2023 Q4	$5.56K	Buy	+48	New	+$5.36K	﹤0.01%	592

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's ATO Position: Q2 2026 in Review

Private Wealth Management Group held its Atmos Energy (ATO) position steady in Q2 2026 at 62 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Private Wealth Management Group first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Private Wealth Management Group held 62 shares of Atmos Energy worth $10.7K as of Q2 2026.
Private Wealth Management Group left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #558 holding.
Private Wealth Management Group first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Atmos Energy position peaked at $11.5K in Q1 2026.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.