180 Wealth Advisors’s Atmos Energy ATO Stock Holding History

180 Wealth Advisors’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	–	Sell	-5,195	Closed	-$960K	–	497
2026 Q1	$960K	Buy	5,195 +283	+6%	+$50K	0.11%	199
2025 Q4	$823K	Buy	4,912 +961	+24%	+$166K	0.09%	207
2025 Q3	$675K	Buy	3,951 +705	+22%	+$114K	0.08%	224
2025 Q2	$500K	Sell	3,246 -596	-16%	-$92.6K	0.07%	243
2025 Q1	$594K	Buy	+3,842	New	+$560K	0.09%	204
2023 Q2	–	Sell	-3,329	Closed	-$374K	–	369
2023 Q1	$374K	Sell	3,329 -9	-0.3%	-$1.02K	0.09%	223
2022 Q4	$385K	Buy	3,338 +44	+1%	+$4.84K	0.09%	225
2022 Q3	$335K	Buy	+3,294	New	+$377K	0.09%	221
2020 Q4	–	Sell	-10,604	Closed	-$1M	–	314
2020 Q3	$1M	Buy	10,604 +528	+5%	+$52.7K	0.37%	77
2020 Q2	$1.02M	Buy	10,076 +765	+8%	+$77.2K	0.4%	66
2020 Q1	$907K	Buy	9,311 +1,100	+13%	+$121K	0.47%	62
2019 Q4	$934K	Buy	+8,211	New	+$901K	0.37%	76

Other funds holding ATO

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM