Ameritas Advisory Services’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
$202K Sell
1,171
-5,411
-82% -$969K ﹤0.01% 1085
2026
Q1
$1.22M Buy
6,582
+3,561
+118% +$629K 0.05% 330
2025
Q4
$506K Buy
3,021
+1,743
+136% +$301K 0.02% 562
2025
Q3
$218K Buy
1,278
+881
+222% +$142K 0.01% 594
2025
Q2
$61.1K Buy
+397
New +$61.7K ﹤0.01% 1211
2023
Q2
Sell
-322
Closed -$36.7K 674
2023
Q1
$36.7K Buy
+322
New +$36.6K ﹤0.01% 1382

Other funds holding ATO

Ameritas Advisory Services's ATO Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Atmos Energy (ATO) stake by 82% in Q2 2026, selling an estimated $969K and leaving 1,171 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Ameritas Advisory Services first reported a position in ATO in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.22M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Ameritas Advisory Services held 1,171 shares of Atmos Energy worth $202K as of Q2 2026.
  • Ameritas Advisory Services sold 5,411 Atmos Energy shares in Q2 2026, an estimated $969K.
  • Atmos Energy made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1085 holding.
  • Ameritas Advisory Services first reported a position in Atmos Energy in Q1 2023 and has held it in 6 quarters since.
  • Ameritas Advisory Services's Atmos Energy position peaked at $1.22M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.