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True Wealth Design’s Atmos Energy ATO Stock Holding History

True Wealth Design’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 		$41.5K Buy
241
+140
+139% +$25.1K 0.01% 564
2026
Q1 		$18.7K Buy
101
+80
+381% +$14.1K 0.01% 743
2025
Q4 		$3.52K Sell
21
-2
-9% -$346 ﹤0.01% 1232
2025
Q3 		$3.93K Buy
23
+7
+44% +$1.13K ﹤0.01% 1181
2025
Q2 		$2.47K Buy
16
+2
+14% +$311 ﹤0.01% 1094
2025
Q1 		$2.17K Buy
14
+5
+56% +$729 ﹤0.01% 983
2024
Q4 		$1.25K Buy
9
+2
+29% +$284 ﹤0.01% 867
2024
Q3 		$971 Hold
7
– – ﹤0.01% 982
2024
Q2 		$817 Buy
7
+2
+40% +$233 ﹤0.01% 554
2024
Q1 		$595 Buy
5
+2
+67% +$229 ﹤0.01% 591
2023
Q4 		$348 Hold
3
– – ﹤0.01% 575
2023
Q3 		$318 Hold
3
– – ﹤0.01% 545
2023
Q2 		$350 Hold
3
– – ﹤0.01% 540
2023
Q1 		$338 Hold
3
– – ﹤0.01% 619
2022
Q4 		$336 Buy
+3
New +$330 ﹤0.01% 559

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

True Wealth Design's ATO Position: Q2 2026 in Review

True Wealth Design increased its Atmos Energy (ATO) stake by 139% in Q2 2026, buying an estimated $25.1K and bringing the position to 241 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #564.

True Wealth Design first reported a position in ATO in Q4 2022 and has held it in 15 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • True Wealth Design held 241 shares of Atmos Energy worth $41.5K as of Q2 2026.
  • True Wealth Design bought 140 Atmos Energy shares in Q2 2026, an estimated $25.1K.
  • Atmos Energy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #564 holding.
  • True Wealth Design first reported a position in Atmos Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.