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Avantax Advisory Services’s Atmos Energy ATO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$8.91M Buy
57,832
+405
+0.7% +$62.9K 0.05% 297
2025
Q1 		$8.88M Buy
57,427
+1,980
+4% +$289K 0.05% 274
2024
Q4 		$7.72M Buy
55,447
+766
+1% +$109K 0.05% 286
2024
Q3 		$7.58M Buy
54,681
+1,475
+3% +$190K 0.05% 292
2024
Q2 		$6.21M Buy
53,206
+3,477
+7% +$405K 0.04% 315
2024
Q1 		$5.91M Buy
49,729
+6
+0% +$688 0.05% 269
2023
Q4 		$5.76M Sell
49,723
-931
-2% -$104K 0.06% 250
2023
Q3 		$5.37M Buy
50,654
+814
+2% +$95K 0.06% 242
2023
Q2 		$5.8M Buy
49,840
+610
+1% +$70.6K 0.07% 217
2023
Q1 		$5.53M Buy
49,230
+2,626
+6% +$299K 0.07% 228
2022
Q4 		$5.22M Buy
46,604
+4,698
+11% +$517K 0.07% 217
2022
Q3 		$4.27M Buy
41,906
+4,137
+11% +$474K 0.07% 230
2022
Q2 		$4.23M Buy
37,769
+6,045
+19% +$693K 0.06% 229
2022
Q1 		$3.79M Buy
31,724
+24,177
+320% +$2.64M 0.05% 255
2021
Q4 		$791K Buy
7,547
+941
+14% +$89.2K 0.01% 602
2021
Q3 		$584K Buy
+6,606
New +$639K 0.01% 661
2021
Q1 		– Sell
-3,081
Closed -$294K – 1031
2020
Q4 		$294K Sell
3,081
-4,034
-57% -$389K 0.01% 729
2020
Q3 		$680K Buy
7,115
+4,003
+129% +$400K 0.01% 687
2020
Q2 		$309K Buy
3,112
+107
+4% +$10.8K 0.01% 623
2020
Q1 		$298K Sell
3,005
-160
-5% -$17.6K 0.01% 577
2019
Q4 		$354K Buy
+3,165
New +$347K 0.01% 583

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's ATO Position: Q2 2025 in Review

Avantax Advisory Services increased its Atmos Energy (ATO) stake by 0.71% in Q2 2025, buying an estimated $62.9K and bringing the position to 57,832 shares worth $8.91M. The position accounts for 0.05% of the portfolio, ranked #297.

Avantax Advisory Services first reported a position in ATO in Q4 2019 and has held it in 21 quarters since. 869 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Avantax Advisory Services held 57,832 shares of Atmos Energy worth $8.91M as of Q2 2025.
  • Avantax Advisory Services bought 405 Atmos Energy shares in Q2 2025, an estimated $62.9K.
  • Atmos Energy made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #297 holding.
  • Avantax Advisory Services first reported a position in Atmos Energy in Q4 2019 and has held it in 21 quarters since.
  • 869 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.