Abound Wealth Management’s Atmos Energy ATO Stock Holding History

Abound 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	$690	Sell	4 -29	-88%	-$5.19K	﹤0.01%	891
2026 Q1	$6.1K	Hold	33	–	–	﹤0.01%	685
2025 Q4	$5.54K	Hold	33	–	–	﹤0.01%	646
2025 Q3	$5.64K	Hold	33	–	–	﹤0.01%	615
2025 Q2	$5.09K	Hold	33	–	–	﹤0.01%	571
2025 Q1	$5.11K	Hold	33	–	–	﹤0.01%	529
2024 Q4	$4.6K	Buy	33 +24	+267%	+$3.41K	﹤0.01%	545
2024 Q3	$1.25K	Hold	9	–	–	﹤0.01%	758
2024 Q2	$1.05K	Hold	9	–	–	﹤0.01%	719
2024 Q1	$1.07K	Hold	9	–	–	﹤0.01%	770
2023 Q4	$1.05K	Hold	9	–	–	﹤0.01%	766
2023 Q3	$957	Buy	9 +4	+80%	+$467	﹤0.01%	713
2023 Q2	$586	Hold	5	–	–	﹤0.01%	801
2023 Q1	$566	Hold	5	–	–	﹤0.01%	667
2022 Q4	$564	Hold	5	–	–	﹤0.01%	656
2022 Q3	$513	Buy	+5	New	+$573	﹤0.01%	661

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

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

Abound Wealth Management reduced its Atmos Energy (ATO) stake by 88% in Q2 2026, selling an estimated $5.19K and leaving 4 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Abound Wealth Management first reported a position in ATO in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.1K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Abound Wealth Management held 4 shares of Atmos Energy worth $690 as of Q2 2026.
Abound Wealth Management sold 29 Atmos Energy shares in Q2 2026, an estimated $5.19K.
Atmos Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #891 holding.
Abound Wealth Management first reported a position in Atmos Energy in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Atmos Energy position peaked at $6.1K in Q1 2026.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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