Alpha Omega Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $263K | Sell |
1,529
-62
| -4% | -$11.1K | 0.04% | 187 |
|
|
2026
Q1 | $294K | Sell |
1,591
-387
| -20% | -$68.4K | 0.05% | 175 |
|
|
2025
Q4 | $332K | Sell |
1,978
-184
| -9% | -$31.8K | 0.06% | 166 |
|
|
2025
Q3 | $369K | Hold |
2,162
| – | – | 0.06% | 160 |
|
|
2025
Q2 | $333K | Hold |
2,162
| – | – | 0.06% | 169 |
|
|
2025
Q1 | $334K | Hold |
2,162
| – | – | 0.06% | 168 |
|
|
2024
Q4 | $301K | Hold |
2,162
| – | – | 0.06% | 170 |
|
|
2024
Q3 | $300K | Hold |
2,162
| – | – | 0.06% | 176 |
|
|
2024
Q2 | $252K | Hold |
2,162
| – | – | 0.05% | 184 |
|
|
2024
Q1 | $257K | Hold |
2,162
| – | – | 0.05% | 184 |
|
|
2023
Q4 | $251K | Hold |
2,162
| – | – | 0.04% | 189 |
|
|
2023
Q3 | $229K | Hold |
2,162
| – | – | 0.04% | 186 |
|
|
2023
Q2 | $252K | Hold |
2,162
| – | – | 0.04% | 187 |
|
|
2023
Q1 | $243K | Hold |
2,162
| – | – | 0.04% | 188 |
|
|
2022
Q4 | $242K | Hold |
2,162
| – | – | 0.04% | 188 |
|
|
2022
Q3 | $220K | Hold |
2,162
| – | – | 0.04% | 191 |
|
|
2022
Q2 | $242K | Hold |
2,162
| – | – | 0.04% | 187 |
|
|
2022
Q1 | $258K | Hold |
2,162
| – | – | 0.04% | 191 |
|
|
2021
Q4 | $229K | Buy |
+2,162
| New | +$205K | 0.04% | 209 |
|
|
2021
Q3 | – | Sell |
-2,162
| Closed | -$208K | – | 224 |
|
|
2021
Q2 | $208K | Hold |
2,162
| – | – | 0.03% | 217 |
|
|
2021
Q1 | $214K | Hold |
2,162
| – | – | 0.04% | 211 |
|
|
2020
Q4 | $206K | Hold |
2,162
| – | – | 0.03% | 203 |
|
|
2020
Q3 | $207K | Hold |
2,162
| – | – | 0.03% | 181 |
|
|
2020
Q2 | $215K | Hold |
2,162
| – | – | 0.03% | 177 |
|
|
2020
Q1 | $215K | Hold |
2,162
| – | – | 0.04% | 173 |
|
|
2019
Q4 | $242K | Hold |
2,162
| – | – | 0.04% | 188 |
|
|
2019
Q3 | $232K | Hold |
2,162
| – | – | 0.04% | 198 |
|
|
2019
Q2 | $228K | Hold |
2,162
| – | – | 0.1% | 124 |
|
|
2019
Q1 | $223K | Hold |
2,162
| – | – | 0.1% | 123 |
|
|
2018
Q4 | $200K | Sell |
2,162
-1,000
| -32% | -$95.6K | 0.1% | 126 |
|
|
2018
Q3 | $297K | Hold |
3,162
| – | – | 0.13% | 99 |
|
|
2018
Q2 | $285K | Hold |
3,162
| – | – | 0.14% | 102 |
|
|
2018
Q1 | $266K | Hold |
3,162
| – | – | 0.13% | 103 |
|
|
2017
Q4 | $272K | Sell |
3,162
-54
| -2% | -$4.75K | 0.13% | 104 |
|
|
2017
Q3 | $270K | Hold |
3,216
| – | – | 0.13% | 107 |
|
|
2017
Q2 | $267K | Sell |
3,216
-300
| -9% | -$24.6K | 0.14% | 101 |
|
|
2017
Q1 | $278K | Hold |
3,516
| – | – | 0.15% | 101 |
|
|
2016
Q4 | $261K | Buy |
3,516
+216
| +7% | +$15.6K | 0.14% | 104 |
|
|
2016
Q3 | $246K | Hold |
3,300
| – | – | 0.2% | 62 |
|
|
2016
Q2 | $268K | Hold |
3,300
| – | – | 0.23% | 60 |
|
|
2016
Q1 | $245K | Hold |
3,300
| – | – | 0.2% | 60 |
|
|
2015
Q4 | $208K | Buy |
+3,300
| New | +$203K | 0.18% | 61 |
|
Other funds holding ATO
Alpha Omega Wealth Management's ATO Position: Q2 2026 in Review
Alpha Omega Wealth Management reduced its Atmos Energy (ATO) stake by 3.9% in Q2 2026, selling an estimated $11.1K and leaving 1,529 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #187.
Alpha Omega Wealth Management first reported a position in ATO in Q4 2015 and has held it in 42 quarters since. The position peaked at $369K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.
- Alpha Omega Wealth Management held 1,529 shares of Atmos Energy worth $263K as of Q2 2026.
- Alpha Omega Wealth Management sold 62 Atmos Energy shares in Q2 2026, an estimated $11.1K.
- Atmos Energy made up 0.04% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #187 holding.
- Alpha Omega Wealth Management first reported a position in Atmos Energy in Q4 2015 and has held it in 42 quarters since.
- Alpha Omega Wealth Management's Atmos Energy position peaked at $369K in Q3 2025.
- 1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.
Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.