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Synergy Investment Management’s Atmos Energy ATO Stock Holding History

Synergy Investment Management’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 		– Sell
-3
Closed -$554 – 1093
2026
Q1 		$554 Buy
+3
New +$530 ﹤0.01% 830

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

Synergy Investment Management's ATO Position: Q2 2026 in Review

Synergy Investment Management sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 3 shares — an estimated $554 sold.

Synergy Investment Management first reported a position in ATO in Q1 2026 and held it in 1 quarter. The position peaked at $554 in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Synergy Investment Management reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 3 Atmos Energy shares in Q2 2026, an estimated $554.
  • Synergy Investment Management first reported a position in Atmos Energy in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's Atmos Energy position peaked at $554 in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.