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Resurgent Financial Advisors’s Atmos Energy ATO Stock Holding History

Resurgent 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 		$212K Buy
+1,228
New +$220K 0.06% 286
2024
Q1 		– Sell
-993
Closed -$115K – 216
2023
Q4 		$115K Sell
993
-201
-17% -$22.5K 0.07% 233
2023
Q3 		$126K Buy
1,194
+4
+0.3% +$467 0.09% 198
2023
Q2 		$138K Sell
1,190
-404
-25% -$46.8K 0.09% 193
2023
Q1 		$179K Buy
1,594
+922
+137% +$105K 0.12% 160
2022
Q4 		$75.3K Buy
+672
New +$73.9K 0.04% 351

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Resurgent Financial Advisors's ATO Position: Q2 2026 in Review

Resurgent Financial Advisors opened a new position in Atmos Energy (ATO) in Q2 2026: 1,228 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #286 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in ATO as recently as Q4 2023.

Resurgent Financial Advisors first reported a position in ATO in Q4 2022 and has held it in 6 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Resurgent Financial Advisors held 1,228 shares of Atmos Energy worth $212K as of Q2 2026.
  • Atmos Energy was a new Resurgent Financial Advisors position in Q2 2026.
  • Atmos Energy made up 0.06% of Resurgent Financial Advisors's portfolio in Q2 2026, its #286 holding.
  • Resurgent Financial Advisors first reported a position in Atmos Energy in Q4 2022 and has held it in 6 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.