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Planning Strategies Inc.’s Atmos Energy ATO Stock Holding History

Planning Strategies Inc.’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 		$1.9K Buy
+11
New +$1.97K ﹤0.01% 603

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Planning Strategies Inc.'s ATO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Atmos Energy (ATO) in Q2 2026: 11 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings.

341 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Planning Strategies Inc. held 11 shares of Atmos Energy worth $1.9K as of Q2 2026.
  • Atmos Energy was a new Planning Strategies Inc. position in Q2 2026.
  • Atmos Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #603 holding.
  • 341 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.