Taylor Financial Group’s Atmos Energy ATO Stock Holding History

Taylor 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	$767K	Sell	4,455 -10	-0.2%	-$1.79K	0.42%	51
2026 Q1	$825K	Hold	4,465	–	–	0.5%	43
2025 Q4	$748K	Hold	4,465	–	–	0.44%	44
2025 Q3	$762K	Hold	4,465	–	–	0.44%	47
2025 Q2	$688K	Hold	4,465	–	–	0.43%	48
2025 Q1	$690K	Hold	4,465	–	–	0.48%	46
2024 Q4	$622K	Hold	4,465	–	–	0.43%	50
2024 Q3	$619K	Hold	4,465	–	–	0.43%	49
2024 Q2	$521K	Hold	4,465	–	–	0.4%	54
2024 Q1	$531K	Hold	4,465	–	–	0.4%	53
2023 Q4	$517K	Buy	+4,465	New	+$499K	0.43%	53

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Taylor Financial Group reduced its Atmos Energy (ATO) stake by 0.22% in Q2 2026, selling an estimated $1.79K and leaving 4,455 shares worth $767K. The position accounts for 0.42% of the portfolio, ranked #51.

Taylor Financial Group first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $825K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Taylor Financial Group held 4,455 shares of Atmos Energy worth $767K as of Q2 2026.
Taylor Financial Group sold 10 Atmos Energy shares in Q2 2026, an estimated $1.79K.
Atmos Energy made up 0.42% of Taylor Financial Group's portfolio in Q2 2026, its #51 holding.
Taylor Financial Group first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's Atmos Energy position peaked at $825K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.