Root Financial Partners
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Root Financial Partners’s Atmos Energy ATO Stock Holding History

Root Financial Partners’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
Q3 		$244K Buy
+1,557
New +$264K 0.01% 374
2026
Q2 		– Sell
-235
Closed -$43.4K – 626
2026
Q1 		$43.4K Buy
235
+66
+39% +$11.7K ﹤0.01% 937
2025
Q4 		$28.3K Buy
169
+25
+17% +$4.32K ﹤0.01% 982
2025
Q3 		$24.6K Buy
+144
New +$23.2K ﹤0.01% 1009

Other funds holding ATO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Root Financial Partners's ATO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Atmos Energy (ATO) in Q3 2026: 1,557 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ATO as recently as Q1 2026.

Root Financial Partners first reported a position in ATO in Q3 2025 and has held it in 4 quarters since. 753 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Root Financial Partners held 1,557 shares of Atmos Energy worth $244K as of Q3 2026.
  • Atmos Energy was a new Root Financial Partners position in Q3 2026.
  • Atmos Energy made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #374 holding.
  • Root Financial Partners first reported a position in Atmos Energy in Q3 2025 and has held it in 4 quarters since.
  • 753 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.