SageGuard Financial Group’s Atmos Energy ATO Stock Holding History

SageGuard Financial 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	$928K	Buy	5,387 +30	+0.6%	+$5.37K	0.13%	104
2026 Q1	$990K	Buy	5,357 +28	+0.5%	+$4.95K	0.15%	94
2025 Q4	$893K	Buy	+5,329	New	+$921K	0.14%	91
2021 Q3	–	Sell	-4,800	Closed	-$461K	–	25
2021 Q2	$461K	Hold	4,800	–	–	0.21%	83
2021 Q1	$474K	Hold	4,800	–	–	0.22%	78
2020 Q4	$458K	Buy	+4,800	New	+$463K	0.22%	71

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

SageGuard Financial Group's ATO Position: Q2 2026 in Review

SageGuard Financial Group increased its Atmos Energy (ATO) stake by 0.56% in Q2 2026, buying an estimated $5.37K and bringing the position to 5,387 shares worth $928K. The position accounts for 0.13% of the portfolio, ranked #104.

SageGuard Financial Group first reported a position in ATO in Q4 2020 and has held it in 6 quarters since. The position peaked at $990K in Q1 2026. 560 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

SageGuard Financial Group held 5,387 shares of Atmos Energy worth $928K as of Q2 2026.
SageGuard Financial Group bought 30 Atmos Energy shares in Q2 2026, an estimated $5.37K.
Atmos Energy made up 0.13% of SageGuard Financial Group's portfolio in Q2 2026, its #104 holding.
SageGuard Financial Group first reported a position in Atmos Energy in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Atmos Energy position peaked at $990K in Q1 2026.
560 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.