TFC Financial Management’s Atmos Energy ATO Stock Holding History

TFC Financial 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	$1.03K	Buy	6 +5	+500%	+$895	﹤0.01%	646
2026 Q1	$185	Hold	1	–	–	﹤0.01%	798
2025 Q4	$168	Hold	1	–	–	﹤0.01%	801
2025 Q3	$171	Hold	1	–	–	﹤0.01%	821
2025 Q2	$155	Hold	1	–	–	﹤0.01%	816
2025 Q1	$155	Hold	1	–	–	﹤0.01%	761
2024 Q4	$140	Hold	1	–	–	﹤0.01%	783
2024 Q3	$139	Hold	1	–	–	﹤0.01%	798
2024 Q2	$117	Hold	1	–	–	﹤0.01%	791
2024 Q1	$119	Buy	+1	New	+$115	﹤0.01%	805
2023 Q3	–	Sell	-4	Closed	-$466	–	675
2023 Q2	$466	Buy	+4	New	+$463	﹤0.01%	594

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

TFC Financial Management's ATO Position: Q2 2026 in Review

TFC Financial Management increased its Atmos Energy (ATO) stake by 500% in Q2 2026, buying an estimated $895 and bringing the position to 6 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

TFC Financial Management first reported a position in ATO in Q2 2023 and has held it in 11 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

TFC Financial Management held 6 shares of Atmos Energy worth $1.03K as of Q2 2026.
TFC Financial Management bought 5 Atmos Energy shares in Q2 2026, an estimated $895.
Atmos Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #646 holding.
TFC Financial Management first reported a position in Atmos Energy in Q2 2023 and has held it in 11 quarters since.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.