Bay Harbor Wealth Management’s Atmos Energy ATO Stock Holding History

Bay Harbor 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	$3.96K	Buy	23 +1	+5%	+$179	﹤0.01%	475
2026 Q1	$4.06K	Buy	22 +7	+47%	+$1.24K	﹤0.01%	380
2025 Q4	$2.51K	Buy	15 +6	+67%	+$1.04K	﹤0.01%	431
2025 Q3	$1.54K	Buy	9 +2	+29%	+$323	﹤0.01%	414
2025 Q2	$1.08K	Buy	7 +3	+75%	+$466	﹤0.01%	434
2025 Q1	$618	Buy	+4	New	+$584	﹤0.01%	389

Other funds holding ATO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's ATO Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Atmos Energy (ATO) stake by 4.5% in Q2 2026, buying an estimated $179 and bringing the position to 23 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Bay Harbor Wealth Management first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.06K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Bay Harbor Wealth Management held 23 shares of Atmos Energy worth $3.96K as of Q2 2026.
Bay Harbor Wealth Management bought 1 Atmos Energy share in Q2 2026, an estimated $179.
Atmos Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #475 holding.
Bay Harbor Wealth Management first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
Bay Harbor Wealth Management's Atmos Energy position peaked at $4.06K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.