Activest Wealth Management’s Atmos Energy ATO Stock Holding History

Activest 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	$1.21K	Sell	7 -10	-59%	-$1.79K	﹤0.01%	924
2026 Q1	$3.14K	Buy	+17	New	+$3K	﹤0.01%	898
2025 Q4	–	Sell	-16	Closed	-$2.73K	–	1137
2025 Q3	$2.73K	Buy	16 +2	+14%	+$323	﹤0.01%	741
2025 Q2	$2.16K	Sell	14 -1	-7%	-$155	﹤0.01%	675
2025 Q1	$2.32K	Buy	15 +13	+650%	+$1.9K	﹤0.01%	636
2024 Q4	$279	Buy	+2	New	+$284	﹤0.01%	601

Other funds holding ATO

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Activest Wealth Management reduced its Atmos Energy (ATO) stake by 59% in Q2 2026, selling an estimated $1.79K and leaving 7 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Activest Wealth Management first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.14K in Q1 2026. 317 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Activest Wealth Management held 7 shares of Atmos Energy worth $1.21K as of Q2 2026.
Activest Wealth Management sold 10 Atmos Energy shares in Q2 2026, an estimated $1.79K.
Atmos Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #924 holding.
Activest Wealth Management first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
Activest Wealth Management's Atmos Energy position peaked at $3.14K in Q1 2026.
317 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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