4J Wealth Management’s Atmos Energy ATO Stock Holding History

4J 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	$274K	Sell	1,593 -50	-3%	-$8.95K	0.13%	89
2026 Q1	$303K	Sell	1,643 -30	-2%	-$5.3K	0.17%	80
2025 Q4	$280K	Hold	1,673	–	–	0.16%	79
2025 Q3	$286K	Hold	1,673	–	–	0.17%	77
2025 Q2	$258K	Hold	1,673	–	–	0.17%	83
2025 Q1	$259K	Hold	1,673	–	–	0.2%	79
2024 Q4	$233K	Hold	1,673	–	–	0.19%	76
2024 Q3	$232K	Buy	+1,673	New	+$215K	0.18%	80

Other funds holding ATO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

4J Wealth Management's ATO Position: Q2 2026 in Review

4J Wealth Management reduced its Atmos Energy (ATO) stake by 3% in Q2 2026, selling an estimated $8.95K and leaving 1,593 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #89.

4J Wealth Management first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. The position peaked at $303K in Q1 2026. 363 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

4J Wealth Management held 1,593 shares of Atmos Energy worth $274K as of Q2 2026.
4J Wealth Management sold 50 Atmos Energy shares in Q2 2026, an estimated $8.95K.
Atmos Energy made up 0.13% of 4J Wealth Management's portfolio in Q2 2026, its #89 holding.
4J Wealth Management first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
4J Wealth Management's Atmos Energy position peaked at $303K in Q1 2026.
363 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.