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Targeted Financial Services’s Atmos Energy ATO Stock Holding History

Targeted Financial Services’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 		$930K Buy
5,400
+379
+8% +$67.9K 0.69% 26
2026
Q1 		$927K Buy
5,021
+27
+0.5% +$4.77K 0.76% 22
2025
Q4 		$837K Buy
+4,994
New +$863K 0.72% 21

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

Targeted Financial Services's ATO Position: Q2 2026 in Review

Targeted Financial Services increased its Atmos Energy (ATO) stake by 7.5% in Q2 2026, buying an estimated $67.9K and bringing the position to 5,400 shares worth $930K. The position accounts for 0.69% of the portfolio, ranked #26.

Targeted Financial Services first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Targeted Financial Services held 5,400 shares of Atmos Energy worth $930K as of Q2 2026.
  • Targeted Financial Services bought 379 Atmos Energy shares in Q2 2026, an estimated $67.9K.
  • Atmos Energy made up 0.69% of Targeted Financial Services's portfolio in Q2 2026, its #26 holding.
  • Targeted Financial Services first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.