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Clark Wealth Partners’s Atmos Energy ATO Stock Holding History

Clark Wealth Partners’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 		$113K Buy
657
+540
+462% +$96.7K 0.06% 72
2026
Q1 		$21.6K Buy
117
+11
+10% +$1.94K 0.01% 177
2025
Q4 		$17.7K Hold
106
– – 0.01% 198
2025
Q3 		$17.7K Buy
106
+1
+1% +$161 0.01% 198
2025
Q2 		$16.1K Buy
105
+1
+1% +$155 0.01% 172
2025
Q1 		$16.1K Buy
104
+2
+2% +$292 0.01% 163
2024
Q4 		$14.3K Buy
+102
New +$14.5K 0.01% 150

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clark Wealth Partners's ATO Position: Q2 2026 in Review

Clark Wealth Partners increased its Atmos Energy (ATO) stake by 462% in Q2 2026, buying an estimated $96.7K and bringing the position to 657 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #72.

Clark Wealth Partners first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. 993 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Clark Wealth Partners held 657 shares of Atmos Energy worth $113K as of Q2 2026.
  • Clark Wealth Partners bought 540 Atmos Energy shares in Q2 2026, an estimated $96.7K.
  • Atmos Energy made up 0.06% of Clark Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Clark Wealth Partners first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • 993 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.