AF
ATO icon

Allworth Financial’s Atmos Energy ATO Stock Holding History

Allworth Financial’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 		$857K Buy
4,975
+2,236
+82% +$400K ﹤0.01% 772
2026
Q1 		$506K Buy
2,739
+1,181
+76% +$209K ﹤0.01% 952
2025
Q4 		$261K Buy
1,558
+80
+5% +$13.8K ﹤0.01% 1205
2025
Q3 		$252K Buy
1,478
+147
+11% +$23.7K ﹤0.01% 1183
2025
Q2 		$205K Buy
1,331
+38
+3% +$5.9K ﹤0.01% 1165
2025
Q1 		$206K Sell
1,293
-25
-2% -$3.65K ﹤0.01% 940
2024
Q4 		$187K Buy
1,318
+326
+33% +$46.4K ﹤0.01% 976
2024
Q3 		$138K Buy
992
+334
+51% +$42.9K ﹤0.01% 943
2024
Q2 		$80.9K Buy
658
+15
+2% +$1.75K ﹤0.01% 1159
2024
Q1 		$76.5K Buy
643
+15
+2% +$1.72K ﹤0.01% 1119
2023
Q4 		$72.7K Buy
628
+4
+0.6% +$447 ﹤0.01% 1054
2023
Q3 		$66.1K Buy
624
+50
+9% +$5.83K ﹤0.01% 1028
2023
Q2 		$66.7K Buy
574
+10
+2% +$1.16K ﹤0.01% 1034
2023
Q1 		$63.4K Buy
564
+18
+3% +$2.05K ﹤0.01% 995
2022
Q4 		$61.2K Buy
546
+398
+269% +$43.8K ﹤0.01% 945
2022
Q3 		$15K Buy
148
+22
+17% +$2.52K ﹤0.01% 1404
2022
Q2 		$14K Buy
126
+122
+3,050% +$14K ﹤0.01% 1386
2022
Q1 		$0 Buy
+4
New +$437 ﹤0.01% 2104
2016
Q1 		– Sell
-100
Closed -$6K – 613
2015
Q4 		$6K Hold
100
– – ﹤0.01% 422
2015
Q3 		$6K Hold
100
– – ﹤0.01% 429
2015
Q2 		$5K Sell
100
-83
-45% -$4.45K ﹤0.01% 431
2015
Q1 		$10K Buy
+183
New +$10.1K ﹤0.01% 393

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

Allworth Financial's ATO Position: Q2 2026 in Review

Allworth Financial increased its Atmos Energy (ATO) stake by 82% in Q2 2026, buying an estimated $400K and bringing the position to 4,975 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Allworth Financial first reported a position in ATO in Q1 2015 and has held it in 22 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Allworth Financial held 4,975 shares of Atmos Energy worth $857K as of Q2 2026.
  • Allworth Financial bought 2,236 Atmos Energy shares in Q2 2026, an estimated $400K.
  • Atmos Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #772 holding.
  • Allworth Financial first reported a position in Atmos Energy in Q1 2015 and has held it in 22 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.