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Beaird Harris Wealth Management’s Atmos Energy ATO Stock Holding History

Beaird Harris 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 		$479K Hold
2,783
– – 0.03% 101
2026
Q1 		$514K Hold
2,783
– – 0.03% 91
2025
Q4 		$467K Sell
2,783
-30
-1% -$5.19K 0.03% 97
2025
Q3 		$480K Hold
2,813
– – 0.03% 97
2025
Q2 		$434K Sell
2,813
-39
-1% -$6.06K 0.03% 94
2025
Q1 		$441K Hold
2,852
– – 0.04% 88
2024
Q4 		$397K Buy
2,852
+146
+5% +$20.8K 0.03% 96
2024
Q3 		$375K Hold
2,706
– – 0.03% 103
2024
Q2 		$316K Hold
2,706
– – 0.03% 98
2024
Q1 		$322K Hold
2,706
– – 0.03% 89
2023
Q4 		$314K Hold
2,706
– – 0.03% 81
2023
Q3 		$287K Hold
2,706
– – 0.03% 77
2023
Q2 		$315K Hold
2,706
– – 0.04% 73
2023
Q1 		$304K Hold
2,706
– – 0.05% 71
2022
Q4 		$303K Hold
2,706
– – 0.06% 70
2022
Q3 		$276K Hold
2,706
– – 0.06% 65
2022
Q2 		$303K Hold
2,706
– – 0.08% 54
2022
Q1 		$323K Hold
2,706
– – 0.12% 63
2021
Q4 		$284K Buy
+2,706
New +$256K 0.1% 92

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Beaird Harris Wealth Management's ATO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Atmos Energy (ATO) position steady in Q2 2026 at 2,783 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #101.

Beaird Harris Wealth Management first reported a position in ATO in Q4 2021 and has held it in 19 quarters since. The position peaked at $514K in Q1 2026. 124 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Beaird Harris Wealth Management held 2,783 shares of Atmos Energy worth $479K as of Q2 2026.
  • Beaird Harris Wealth Management left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Beaird Harris Wealth Management first reported a position in Atmos Energy in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Atmos Energy position peaked at $514K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.