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Bartlett & Co Wealth Management’s Atmos Energy ATO Stock Holding History

Bartlett & Co Wealth Management’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 		$535K Sell
3,105
-11
-0.4% -$1.97K 0.01% 344
2026
Q1 		$585K Buy
3,116
+23
+0.7% +$4.07K 0.01% 325
2025
Q4 		$518K Hold
3,093
– – 0.01% 329
2025
Q3 		$528K Sell
3,093
-109
-3% -$17.6K 0.01% 331
2025
Q2 		$493K Sell
3,202
-391
-11% -$60.7K 0.01% 336
2025
Q1 		$555K Buy
3,593
+136
+4% +$19.8K 0.01% 316
2024
Q4 		$481K Hold
3,457
– – 0.01% 330
2024
Q3 		$479K Sell
3,457
-380
-10% -$48.8K 0.01% 333
2024
Q2 		$448K Hold
3,837
– – 0.01% 336
2024
Q1 		$456K Buy
3,837
+1
+0% +$115 0.01% 337
2023
Q4 		$445K Sell
3,836
-220
-5% -$24.6K 0.01% 363
2023
Q3 		$430K Buy
4,056
+56
+1% +$6.53K 0.01% 356
2023
Q2 		$465K Buy
+4,000
New +$463K 0.01% 352
2021
Q4 		– Sell
-500
Closed -$44.1K – 435
2021
Q3 		$44.1K Hold
500
– – ﹤0.01% 529
2021
Q2 		$48.1K Hold
500
– – ﹤0.01% 517
2021
Q1 		$49.4K Sell
500
-264
-35% -$24K ﹤0.01% 542
2020
Q4 		$72.9K Buy
764
+264
+53% +$25.5K ﹤0.01% 475
2020
Q3 		$47.8K Hold
500
– – ﹤0.01% 507
2020
Q2 		$49.8K Sell
500
-145
-22% -$14.6K ﹤0.01% 501
2020
Q1 		$64K Buy
645
+145
+29% +$15.9K ﹤0.01% 421
2019
Q4 		$55.9K Sell
500
-100
-17% -$11K ﹤0.01% 509
2019
Q3 		$68.3K Hold
600
– – ﹤0.01% 460
2019
Q2 		$63.3K Hold
600
– – ﹤0.01% 398
2019
Q1 		$61.8K Hold
600
– – ﹤0.01% 394
2018
Q4 		$55.6K Hold
600
– – ﹤0.01% 399
2018
Q3 		$56.3K Hold
600
– – ﹤0.01% 420
2018
Q2 		$54.1K Hold
600
– – ﹤0.01% 412
2018
Q1 		$50.5K Buy
+600
New +$48.9K ﹤0.01% 423

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

Bartlett & Co Wealth Management's ATO Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Atmos Energy (ATO) stake by 0.35% in Q2 2026, selling an estimated $1.97K and leaving 3,105 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #344.

Bartlett & Co Wealth Management first reported a position in ATO in Q1 2018 and has held it in 28 quarters since. The position peaked at $585K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Bartlett & Co Wealth Management held 3,105 shares of Atmos Energy worth $535K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 11 Atmos Energy shares in Q2 2026, an estimated $1.97K.
  • Atmos Energy made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Bartlett & Co Wealth Management first reported a position in Atmos Energy in Q1 2018 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's Atmos Energy position peaked at $585K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.