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Advocate Investing Services’s Atmos Energy ATO Stock Holding History

Advocate Investing Services’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 		$16.7K Hold
97
– – 0.01% 240
2026
Q1 		$17.9K Hold
97
– – 0.02% 211
2025
Q4 		$16.3K Buy
+97
New +$16.8K 0.01% 202

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

Advocate Investing Services's ATO Position: Q2 2026 in Review

Advocate Investing Services held its Atmos Energy (ATO) position steady in Q2 2026 at 97 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #240.

Advocate Investing Services first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.9K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Advocate Investing Services held 97 shares of Atmos Energy worth $16.7K as of Q2 2026.
  • Advocate Investing Services left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #240 holding.
  • Advocate Investing Services first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Atmos Energy position peaked at $17.9K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.