Arax Advisory Partners’s Atmos Energy ATO Stock Holding History

Arax Advisory Partners’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	$2.64M	Buy	15,304 +4,203	+38%	+$753K	0.02%	718
2026 Q1	$2.05M	Buy	11,101 +9,777	+738%	+$1.73M	0.06%	273
2025 Q4	$222K	Sell	1,324 -3,621	-73%	-$626K	0.01%	994
2025 Q3	$844K	Buy	4,945 +4,816	+3,733%	+$778K	0.01%	712
2025 Q2	$22K	Sell	129 -214	-62%	-$33.2K	﹤0.01%	1622
2025 Q1	$53K	Sell	343 -271	-44%	-$39.5K	﹤0.01%	928
2024 Q4	$85.5K	Buy	614 +105	+21%	+$14.9K	0.01%	729
2024 Q3	$70.6K	Hold	509	–	–	0.01%	591
2024 Q2	$59.4K	Buy	509 +464	+1,031%	+$54.1K	0.01%	604
2024 Q1	$5.35K	Buy	45 +10	+29%	+$1.15K	﹤0.01%	887
2023 Q4	$4.06K	Hold	35	–	–	﹤0.01%	922
2023 Q3	$3.71K	Sell	35 -24	-41%	-$2.8K	﹤0.01%	933
2023 Q2	$6.82K	Sell	59 -8	-12%	-$926	﹤0.01%	791
2023 Q1	$7.58K	Hold	67	–	–	﹤0.01%	746
2022 Q4	$7.53K	Buy	67 +58	+644%	+$6.38K	﹤0.01%	694
2022 Q3	$1K	Sell	9 -12	-57%	-$1.38K	﹤0.01%	1030
2022 Q2	$2K	Buy	21 +14	+200%	+$1.6K	﹤0.01%	926
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	992
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	967
2021 Q3	$1K	Buy	+7	New	+$677	﹤0.01%	875

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arax Advisory Partners's ATO Position: Q2 2026 in Review

Arax Advisory Partners increased its Atmos Energy (ATO) stake by 38% in Q2 2026, buying an estimated $753K and bringing the position to 15,304 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #718.

Arax Advisory Partners first reported a position in ATO in Q3 2021 and has held it in 20 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Arax Advisory Partners held 15,304 shares of Atmos Energy worth $2.64M as of Q2 2026.
Arax Advisory Partners bought 4,203 Atmos Energy shares in Q2 2026, an estimated $753K.
Atmos Energy made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #718 holding.
Arax Advisory Partners first reported a position in Atmos Energy in Q3 2021 and has held it in 20 quarters since.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.