49 Wealth Management’s Atmos Energy ATO Stock Holding History

49 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	–	Sell	-2,812	Closed	-$519K	–	199
2026 Q1	$519K	Buy	+2,812	New	+$497K	0.04%	113

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

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

49 Wealth Management sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 2,812 shares — an estimated $519K sold.

49 Wealth Management first reported a position in ATO in Q1 2026 and held it in 1 quarter. The position peaked at $519K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

49 Wealth Management reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 2,812 Atmos Energy shares in Q2 2026, an estimated $519K.
49 Wealth Management first reported a position in Atmos Energy in Q1 2026 and held it in 1 quarter.
49 Wealth Management's Atmos Energy position peaked at $519K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.