Spirit of America Management Corp’s Atmos Energy ATO Stock Holding History

Spirit of America Management Corp’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	$1.2M	Buy	6,950 +1,350	+24%	+$242K	0.23%	116
2026 Q1	$1.03M	Hold	5,600	–	–	0.2%	124
2025 Q4	$939K	Hold	5,600	–	–	0.2%	131
2025 Q3	$956K	Buy	5,600 +150	+3%	+$24.2K	0.19%	133
2025 Q2	$840K	Buy	5,450 +550	+11%	+$85.4K	0.18%	137
2025 Q1	$757K	Buy	4,900 +450	+10%	+$65.6K	0.15%	141
2024 Q4	$620K	Buy	4,450 +1,050	+31%	+$149K	0.13%	149
2024 Q3	$472K	Buy	3,400 +350	+11%	+$45K	0.09%	178
2024 Q2	$356K	Buy	3,050 +150	+5%	+$17.5K	0.07%	195
2024 Q1	$345K	Buy	2,900 +300	+12%	+$34.4K	0.07%	192
2023 Q4	$301K	Hold	2,600	–	–	0.07%	194
2023 Q3	$275K	Buy	2,600 +600	+30%	+$70K	0.06%	180
2023 Q2	$233K	Buy	2,000 +1,350	+208%	+$156K	0.05%	187
2023 Q1	$73K	Buy	+650	New	+$73.9K	0.02%	217

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

Spirit of America Management Corp's ATO Position: Q2 2026 in Review

Spirit of America Management Corp increased its Atmos Energy (ATO) stake by 24% in Q2 2026, buying an estimated $242K and bringing the position to 6,950 shares worth $1.2M. The position accounts for 0.23% of the portfolio, ranked #116.

Spirit of America Management Corp first reported a position in ATO in Q1 2023 and has held it in 14 quarters since. 623 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Spirit of America Management Corp held 6,950 shares of Atmos Energy worth $1.2M as of Q2 2026.
Spirit of America Management Corp bought 1,350 Atmos Energy shares in Q2 2026, an estimated $242K.
Atmos Energy made up 0.23% of Spirit of America Management Corp's portfolio in Q2 2026, its #116 holding.
Spirit of America Management Corp first reported a position in Atmos Energy in Q1 2023 and has held it in 14 quarters since.
623 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.