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Sound Financial Strategies Group’s Atmos Energy ATO Stock Holding History

Sound Financial Strategies 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 		$288K Buy
1,671
+22
+1% +$3.94K 0.18% 95
2026
Q1 		$305K Sell
1,649
-2,466
-60% -$436K 0.21% 70
2025
Q4 		$690K Sell
4,115
-487
-11% -$84.2K 0.49% 55
2025
Q3 		$786K Sell
4,602
-460
-9% -$74.3K 0.57% 46
2025
Q2 		$780K Buy
5,062
+93
+2% +$14.4K 0.66% 44
2025
Q1 		$768K Sell
4,969
-1,809
-27% -$264K 0.69% 36
2024
Q4 		$944K Buy
6,778
+676
+11% +$96.2K 0.79% 14
2024
Q3 		$846K Buy
6,102
+60
+1% +$7.71K 0.68% 25
2024
Q2 		$705K Buy
6,042
+1,039
+21% +$121K 0.61% 34
2024
Q1 		$595K Sell
5,003
-7
-0.1% -$803 0.49% 42
2023
Q4 		$581K Sell
5,010
-2,488
-33% -$278K 0.49% 39
2023
Q3 		$794K Sell
7,498
-470
-6% -$54.8K 0.66% 41
2023
Q2 		$927K Buy
+7,968
New +$922K 0.68% 38
2023
Q1 		– Sell
-9,062
Closed -$1.02M – 62
2022
Q4 		$1.02M Buy
+9,062
New +$997K 0.74% 35
2022
Q3 		– Sell
-10,078
Closed -$1.13M – 32
2022
Q2 		$1.13M Sell
10,078
-3,458
-26% -$396K 0.89% 9
2022
Q1 		$1.62M Buy
+13,536
New +$1.48M 0.89% 25
2021
Q2 		– Sell
-5,936
Closed -$587K – 90
2021
Q1 		$587K Sell
5,936
-46
-0.8% -$4.19K 0.3% 54
2020
Q4 		$571K Buy
+5,982
New +$577K 0.31% 62

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sound Financial Strategies Group's ATO Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Atmos Energy (ATO) stake by 1.3% in Q2 2026, buying an estimated $3.94K and bringing the position to 1,671 shares worth $288K. The position accounts for 0.18% of the portfolio, ranked #95.

Sound Financial Strategies Group first reported a position in ATO in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.62M in Q1 2022. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Sound Financial Strategies Group held 1,671 shares of Atmos Energy worth $288K as of Q2 2026.
  • Sound Financial Strategies Group bought 22 Atmos Energy shares in Q2 2026, an estimated $3.94K.
  • Atmos Energy made up 0.18% of Sound Financial Strategies Group's portfolio in Q2 2026, its #95 holding.
  • Sound Financial Strategies Group first reported a position in Atmos Energy in Q4 2020 and has held it in 18 quarters since.
  • Sound Financial Strategies Group's Atmos Energy position peaked at $1.62M in Q1 2022.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.