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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

180 Wealth Advisors's ATO Position: Q2 2026 in Review

180 Wealth Advisors sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 5,195 shares — an estimated $960K sold.

180 Wealth Advisors first reported a position in ATO in Q4 2019 and held it in 12 quarters. The position peaked at $1.02M in Q2 2020. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

180 Wealth Advisors reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
180 Wealth Advisors sold 5,195 Atmos Energy shares in Q2 2026, an estimated $960K.
180 Wealth Advisors first reported a position in Atmos Energy in Q4 2019 and held it in 12 quarters.
180 Wealth Advisors's Atmos Energy position peaked at $1.02M in Q2 2020.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.