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AE Wealth Management’s Atmos Energy ATO Stock Holding History

AE 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 		$2.56M Buy
14,841
+589
+4% +$105K 0.01% 590
2026
Q1 		$2.63M Buy
14,252
+3,986
+39% +$704K 0.01% 567
2025
Q4 		$1.72M Buy
10,266
+628
+7% +$109K 0.01% 650
2025
Q3 		$1.65M Buy
+9,638
New +$1.56M 0.01% 621
2024
Q1 		– Sell
-2,865
Closed -$326K – 1196
2023
Q4 		$326K Buy
2,865
+123
+4% +$13.7K ﹤0.01% 1662
2023
Q3 		$290K Buy
2,742
+489
+22% +$57.1K ﹤0.01% 1625
2023
Q2 		$262K Buy
2,253
+298
+15% +$34.5K ﹤0.01% 1653
2023
Q1 		$220K Sell
1,955
-241
-11% -$27.4K ﹤0.01% 1695
2022
Q4 		$246K Sell
2,196
-74
-3% -$8.14K ﹤0.01% 1585
2022
Q3 		$231K Sell
2,270
-1,664
-42% -$191K ﹤0.01% 1561
2022
Q2 		$441K Buy
3,934
+1,310
+50% +$150K ﹤0.01% 1267
2022
Q1 		$314K Buy
2,624
+599
+30% +$65.4K ﹤0.01% 1396
2021
Q4 		$212K Buy
+2,025
New +$192K ﹤0.01% 1583
2021
Q3 		– Sell
-3,453
Closed -$332K – 1625
2021
Q2 		$332K Sell
3,453
-190
-5% -$19.1K ﹤0.01% 1301
2021
Q1 		$360K Sell
3,643
-713
-16% -$64.9K ﹤0.01% 1190
2020
Q4 		$416K Buy
4,356
+1,574
+57% +$152K ﹤0.01% 1020
2020
Q3 		$266K Buy
2,782
+20
+0.7% +$2K ﹤0.01% 1081
2020
Q2 		$275K Sell
2,762
-660
-19% -$66.6K ﹤0.01% 1049
2020
Q1 		$340K Sell
3,422
-1,123
-25% -$123K 0.01% 843
2019
Q4 		$508K Buy
4,545
+243
+6% +$26.7K 0.01% 733
2019
Q3 		$490K Sell
4,302
-329
-7% -$36K 0.01% 618
2019
Q2 		$489K Buy
4,631
+2,234
+93% +$229K 0.01% 594
2019
Q1 		$247K Sell
2,397
-125
-5% -$12.2K 0.02% 531
2018
Q4 		$234K Buy
+2,522
New +$241K 0.04% 403

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

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

AE Wealth Management increased its Atmos Energy (ATO) stake by 4.1% in Q2 2026, buying an estimated $105K and bringing the position to 14,841 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #590.

AE Wealth Management first reported a position in ATO in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.63M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • AE Wealth Management held 14,841 shares of Atmos Energy worth $2.56M as of Q2 2026.
  • AE Wealth Management bought 589 Atmos Energy shares in Q2 2026, an estimated $105K.
  • Atmos Energy made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #590 holding.
  • AE Wealth Management first reported a position in Atmos Energy in Q4 2018 and has held it in 24 quarters since.
  • AE Wealth Management's Atmos Energy position peaked at $2.63M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.