Arkadios Wealth Advisors’s Atmos Energy ATO Stock Holding History

Arkadios Wealth Advisors’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	$280K	Buy	1,627 +198	+14%	+$35.5K	﹤0.01%	1440
2026 Q1	$264K	Buy	1,429 +21	+1%	+$3.71K	﹤0.01%	1421
2025 Q4	$236K	Sell	1,408 -120	-8%	-$20.7K	﹤0.01%	1368
2025 Q3	$261K	Buy	+1,528	New	+$247K	0.01%	1211
2021 Q4	–	Sell	-50	Closed	-$4K	–	658
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	1631
2021 Q2	$4K	Buy	+50	New	+$5.01K	﹤0.01%	1755
2020 Q1	–	Sell	-21	Closed	-$2.51K	–	1211
2019 Q4	$2.51K	Buy	+21	New	+$2.3K	﹤0.01%	798

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

Arkadios Wealth Advisors's ATO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Atmos Energy (ATO) stake by 14% in Q2 2026, buying an estimated $35.5K and bringing the position to 1,627 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Arkadios Wealth Advisors first reported a position in ATO in Q4 2019 and has held it in 7 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Arkadios Wealth Advisors held 1,627 shares of Atmos Energy worth $280K as of Q2 2026.
Arkadios Wealth Advisors bought 198 Atmos Energy shares in Q2 2026, an estimated $35.5K.
Atmos Energy made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1440 holding.
Arkadios Wealth Advisors first reported a position in Atmos Energy in Q4 2019 and has held it in 7 quarters since.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.