AssuredPartners Investment Advisors’s Atmos Energy ATO Stock Holding History

AssuredPartners Investment 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	$573K	Sell	3,326 -162	-5%	-$29K	0.06%	243
2026 Q1	$655K	Sell	3,488 -1,820	-34%	-$322K	0.07%	219
2025 Q4	$890K	Buy	5,308 +2,675	+102%	+$463K	0.13%	153
2025 Q3	$450K	Buy	2,633 +1,302	+98%	+$210K	0.1%	146
2025 Q2	$205K	Sell	1,331 -3,034	-70%	-$471K	0.05%	231
2025 Q1	$675K	Sell	4,365 -508	-10%	-$74.1K	0.13%	164
2024 Q4	$679K	Buy	+4,873	New	+$693K	0.13%	159

Other funds holding ATO

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's ATO Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Atmos Energy (ATO) stake by 4.6% in Q2 2026, selling an estimated $29K and leaving 3,326 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #243.

AssuredPartners Investment Advisors first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $890K in Q4 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

AssuredPartners Investment Advisors held 3,326 shares of Atmos Energy worth $573K as of Q2 2026.
AssuredPartners Investment Advisors sold 162 Atmos Energy shares in Q2 2026, an estimated $29K.
Atmos Energy made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #243 holding.
AssuredPartners Investment Advisors first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Atmos Energy position peaked at $890K in Q4 2025.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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