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Altus Wealth Group’s Atmos Energy ATO Stock Holding History

Altus Wealth Group’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 		$906K Sell
5,261
-6
-0.1% -$1.07K 0.33% 58
2026
Q1 		$973K Sell
5,267
-44
-0.8% -$7.78K 0.4% 53
2025
Q4 		$890K Sell
5,311
-169
-3% -$29.2K 0.36% 54
2025
Q3 		$936K Sell
5,480
-103
-2% -$16.6K 0.38% 51
2025
Q2 		$860K Sell
5,583
-88
-2% -$13.7K 0.38% 52
2025
Q1 		$877K Sell
5,671
-177
-3% -$25.8K 0.41% 49
2024
Q4 		$814K Sell
5,848
-341
-6% -$48.5K 0.36% 60
2024
Q3 		$858K Buy
6,189
+598
+11% +$76.8K 0.37% 59
2024
Q2 		$652K Buy
5,591
+351
+7% +$40.9K 0.33% 64
2024
Q1 		$623K Buy
5,240
+282
+6% +$32.3K 0.31% 75
2023
Q4 		$575K Buy
4,958
+695
+16% +$77.7K 0.32% 75
2023
Q3 		$452K Sell
4,263
-142
-3% -$16.6K 0.29% 79
2023
Q2 		$512K Buy
4,405
+46
+1% +$5.32K 0.31% 78
2023
Q1 		$490K Sell
4,359
-71
-2% -$8.07K 0.33% 75
2022
Q4 		$496K Buy
4,430
+723
+20% +$79.5K 0.38% 69
2022
Q3 		$327K Hold
3,707
– – 0.33% 75
2022
Q2 		$327K Buy
3,707
+230
+7% +$26.4K 0.33% 75
2022
Q1 		$415K Sell
3,477
-115
-3% -$12.6K 0.34% 64
2021
Q4 		$376K Sell
3,592
-115
-3% -$10.9K 0.31% 76
2021
Q3 		$327K Buy
3,707
+424
+13% +$41K 0.33% 75
2021
Q2 		$316K Buy
3,283
+23
+0.7% +$2.31K 0.31% 75
2021
Q1 		$338K Buy
3,260
+422
+15% +$38.4K 0.34% 70
2020
Q4 		$271K Buy
+2,838
New +$274K 0.26% 81

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
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

Altus Wealth Group's ATO Position: Q2 2026 in Review

Altus Wealth Group reduced its Atmos Energy (ATO) stake by 0.11% in Q2 2026, selling an estimated $1.07K and leaving 5,261 shares worth $906K. The position accounts for 0.33% of the portfolio, ranked #58.

Altus Wealth Group first reported a position in ATO in Q4 2020 and has held it in 23 quarters since. The position peaked at $973K in Q1 2026. 341 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Altus Wealth Group held 5,261 shares of Atmos Energy worth $906K as of Q2 2026.
  • Altus Wealth Group sold 6 Atmos Energy shares in Q2 2026, an estimated $1.07K.
  • Atmos Energy made up 0.33% of Altus Wealth Group's portfolio in Q2 2026, its #58 holding.
  • Altus Wealth Group first reported a position in Atmos Energy in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's Atmos Energy position peaked at $973K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.