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Avantax Planning Partners’s Atmos Energy ATO Stock Holding History

Avantax Planning 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 		– Sell
-1,420
Closed -$262K – 456
2026
Q1 		$262K Hold
1,420
– – 0.01% 374
2025
Q4 		$238K Hold
1,420
– – 0.01% 387
2025
Q3 		$242K Hold
1,420
– – 0.01% 389
2025
Q2 		$219K Hold
1,420
– – 0.01% 417
2025
Q1 		$220K Buy
+1,420
New +$207K 0.01% 393
2018
Q4 		– Sell
-343
Closed -$32K – 346
2018
Q3 		$32K Buy
+343
New +$31.7K ﹤0.01% 585
2018
Q2 		– Sell
-93
Closed -$8K – 330
2018
Q1 		$8K Buy
+93
New +$7.57K ﹤0.01% 1137

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

Avantax Planning Partners's ATO Position: Q2 2026 in Review

Avantax Planning Partners sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,420 shares — an estimated $262K sold.

Avantax Planning Partners first reported a position in ATO in Q1 2018 and held it in 7 quarters. The position peaked at $262K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Avantax Planning Partners reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 1,420 Atmos Energy shares in Q2 2026, an estimated $262K.
  • Avantax Planning Partners first reported a position in Atmos Energy in Q1 2018 and held it in 7 quarters.
  • Avantax Planning Partners's Atmos Energy position peaked at $262K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.