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Ashton Thomas Private Wealth’s Atmos Energy ATO Stock Holding History

Ashton Thomas Private Wealth’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 		$264K Sell
1,533
-4,575
-75% -$819K 0.01% 1036
2026
Q1 		$1.13M Sell
6,108
-511
-8% -$90.3K 0.03% 502
2025
Q4 		$1.11M Buy
6,619
+27
+0.4% +$4.67K 0.03% 466
2025
Q3 		$1.13M Buy
6,592
+952
+17% +$154K 0.03% 439
2025
Q2 		$869K Buy
5,640
+853
+18% +$132K 0.03% 449
2025
Q1 		$740K Sell
4,787
-287
-6% -$41.9K 0.03% 456
2024
Q4 		$707K Buy
5,074
+494
+11% +$70.3K 0.03% 460
2024
Q3 		$635K Sell
4,580
-222
-5% -$28.5K 0.03% 405
2024
Q2 		$560K Sell
4,802
-12,936
-73% -$1.51M 0.03% 394
2024
Q1 		$2.11M Buy
17,738
+532
+3% +$61K 0.12% 197
2023
Q4 		$1.99M Buy
17,206
+6,388
+59% +$714K 0.13% 192
2023
Q3 		$1.15M Buy
10,818
+3,999
+59% +$467K 0.08% 256
2023
Q2 		$793K Buy
6,819
+4,662
+216% +$540K 0.06% 322
2023
Q1 		$242K Buy
+2,157
New +$245K 0.02% 451

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ashton Thomas Private Wealth's ATO Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Atmos Energy (ATO) stake by 75% in Q2 2026, selling an estimated $819K and leaving 1,533 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #1036.

Ashton Thomas Private Wealth first reported a position in ATO in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.11M in Q1 2024. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Ashton Thomas Private Wealth held 1,533 shares of Atmos Energy worth $264K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 4,575 Atmos Energy shares in Q2 2026, an estimated $819K.
  • Atmos Energy made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1036 holding.
  • Ashton Thomas Private Wealth first reported a position in Atmos Energy in Q1 2023 and has held it in 14 quarters since.
  • Ashton Thomas Private Wealth's Atmos Energy position peaked at $2.11M in Q1 2024.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.