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Trueblood Wealth Management’s Atmos Energy ATO Stock Holding History

Trueblood Wealth 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 		$380K Buy
2,204
+800
+57% +$143K 0.13% 183
2026
Q1 		$259K Buy
+1,404
New +$248K 0.1% 220

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

Trueblood Wealth Management's ATO Position: Q2 2026 in Review

Trueblood Wealth Management increased its Atmos Energy (ATO) stake by 57% in Q2 2026, buying an estimated $143K and bringing the position to 2,204 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #183.

Trueblood Wealth Management first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Trueblood Wealth Management held 2,204 shares of Atmos Energy worth $380K as of Q2 2026.
  • Trueblood Wealth Management bought 800 Atmos Energy shares in Q2 2026, an estimated $143K.
  • Atmos Energy made up 0.13% of Trueblood Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Trueblood Wealth Management first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.