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Brendel Financial Advisors’s Atmos Energy ATO Stock Holding History

Brendel Financial Advisors’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 		– Sell
-13,644
Closed -$2.52M – 104
2026
Q1 		$2.52M Buy
+13,644
New +$2.41M 1.25% 40
2025
Q4 		– Sell
-22,339
Closed -$3.81M – 103
2025
Q3 		$3.81M Buy
22,339
+800
+4% +$129K 1.96% 19
2025
Q2 		$3.32M Sell
21,539
-227
-1% -$35.3K 1.86% 22
2025
Q1 		$3.37M Buy
+21,766
New +$3.18M 2.04% 15
2022
Q3 		– Sell
-14,168
Closed -$1.59M – 45
2022
Q2 		$1.59M Sell
14,168
-2,909
-17% -$333K 1.38% 30
2022
Q1 		$2.04M Buy
+17,077
New +$1.87M 1.11% 37

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

Brendel Financial Advisors's ATO Position: Q2 2026 in Review

Brendel Financial Advisors sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 13,644 shares — an estimated $2.52M sold.

Brendel Financial Advisors first reported a position in ATO in Q1 2022 and held it in 6 quarters. The position peaked at $3.81M in Q3 2025. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Brendel Financial Advisors reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Brendel Financial Advisors sold 13,644 Atmos Energy shares in Q2 2026, an estimated $2.52M.
  • Brendel Financial Advisors first reported a position in Atmos Energy in Q1 2022 and held it in 6 quarters.
  • Brendel Financial Advisors's Atmos Energy position peaked at $3.81M in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.