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Beacon Investment Advisory Services’s Atmos Energy ATO Stock Holding History

Beacon Investment 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
2026
Q2 		$46.7K Buy
271
+17
+7% +$3.04K ﹤0.01% 444
2026
Q1 		$46.9K Buy
+254
New +$44.9K ﹤0.01% 437

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

Beacon Investment Advisory Services's ATO Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Atmos Energy (ATO) stake by 6.7% in Q2 2026, buying an estimated $3.04K and bringing the position to 271 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Beacon Investment Advisory Services first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. The position peaked at $46.9K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Beacon Investment Advisory Services held 271 shares of Atmos Energy worth $46.7K as of Q2 2026.
  • Beacon Investment Advisory Services bought 17 Atmos Energy shares in Q2 2026, an estimated $3.04K.
  • Atmos Energy made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #444 holding.
  • Beacon Investment Advisory Services first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Atmos Energy position peaked at $46.9K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.