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Aaron Wealth Advisors’s Atmos Energy ATO Stock Holding History

Aaron 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 		$474K Buy
2,750
+489
+22% +$87.6K 0.02% 435
2026
Q1 		$418K Sell
2,261
-414
-15% -$73.2K 0.02% 438
2025
Q4 		$448K Sell
2,675
-40
-1% -$6.92K 0.02% 463
2025
Q3 		$464K Buy
+2,715
New +$438K 0.03% 431
2022
Q2 		– Sell
-25,570
Closed -$214K – 241
2022
Q1 		$214K Buy
+25,570
New +$2.79M ﹤0.01% 772

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Atmos Energy (ATO) stake by 22% in Q2 2026, buying an estimated $87.6K and bringing the position to 2,750 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #435.

Aaron Wealth Advisors first reported a position in ATO in Q1 2022 and has held it in 5 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Aaron Wealth Advisors held 2,750 shares of Atmos Energy worth $474K as of Q2 2026.
  • Aaron Wealth Advisors bought 489 Atmos Energy shares in Q2 2026, an estimated $87.6K.
  • Atmos Energy made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #435 holding.
  • Aaron Wealth Advisors first reported a position in Atmos Energy in Q1 2022 and has held it in 5 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.