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Wealth Enhancement Trust Services’s Atmos Energy ATO Stock Holding History

Wealth Enhancement Trust 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 		$28.8K Buy
167
+56
+50% +$10K ﹤0.01% 573
2026
Q1 		$20.5K Buy
111
+7
+7% +$1.24K ﹤0.01% 541
2025
Q4 		$17.4K Buy
+104
New +$18K ﹤0.01% 526

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Trust Services's ATO Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Atmos Energy (ATO) stake by 50% in Q2 2026, buying an estimated $10K and bringing the position to 167 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Wealth Enhancement Trust Services first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. 822 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Wealth Enhancement Trust Services held 167 shares of Atmos Energy worth $28.8K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 56 Atmos Energy shares in Q2 2026, an estimated $10K.
  • Atmos Energy made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #573 holding.
  • Wealth Enhancement Trust Services first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • 822 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.