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Avion Wealth’s Atmos Energy ATO Stock Holding History

Avion 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 		$8K Buy
48
+19
+66% +$3.4K ﹤0.01% 639
2026
Q1 		$5K Sell
29
-3
-9% -$530 ﹤0.01% 640
2025
Q4 		$5K Sell
32
-1
-3% -$173 ﹤0.01% 642
2025
Q3 		$5K Buy
33
+9
+38% +$1.45K ﹤0.01% 636
2025
Q2 		$3K Buy
24
+9
+60% +$1.4K ﹤0.01% 702
2025
Q1 		$2K Hold
15
– – ﹤0.01% 690
2024
Q4 		$2K Buy
15
+6
+67% +$853 ﹤0.01% 687
2024
Q3 		$1K Buy
9
+4
+80% +$514 ﹤0.01% 755
2024
Q2 		$0 Hold
5
– – ﹤0.01% 902
2024
Q1 		$1K Hold
5
– – ﹤0.01% 846
2023
Q4 		$1K Buy
+5
New +$559 ﹤0.01% 682

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

Avion Wealth's ATO Position: Q2 2026 in Review

Avion Wealth increased its Atmos Energy (ATO) stake by 66% in Q2 2026, buying an estimated $3.4K and bringing the position to 48 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Avion Wealth first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Avion Wealth held 48 shares of Atmos Energy worth $8K as of Q2 2026.
  • Avion Wealth bought 19 Atmos Energy shares in Q2 2026, an estimated $3.4K.
  • Atmos Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #639 holding.
  • Avion Wealth first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.