BWL
ATO icon

Bogart Wealth LLC’s Atmos Energy ATO Stock Holding History

Bogart Wealth LLC’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 		$5.34K Buy
31
+10
+48% +$1.79K ﹤0.01% 1188
2026
Q1 		$3.88K Buy
21
+10
+91% +$1.77K ﹤0.01% 1129
2025
Q4 		$1.84K Hold
11
– – ﹤0.01% 1193
2025
Q3 		$1.88K Sell
11
-328
-97% -$53K ﹤0.01% 1171
2025
Q2 		$52.2K Buy
339
+336
+11,200% +$52.2K ﹤0.01% 442
2025
Q1 		$464 Buy
+3
New +$438 ﹤0.01% 1302

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bogart Wealth LLC's ATO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Atmos Energy (ATO) stake by 48% in Q2 2026, buying an estimated $1.79K and bringing the position to 31 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Bogart Wealth LLC first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $52.2K in Q2 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Bogart Wealth LLC held 31 shares of Atmos Energy worth $5.34K as of Q2 2026.
  • Bogart Wealth LLC bought 10 Atmos Energy shares in Q2 2026, an estimated $1.79K.
  • Atmos Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1188 holding.
  • Bogart Wealth LLC first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Atmos Energy position peaked at $52.2K in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.