Cordatus Wealth Management’s Atmos Energy ATO Stock Holding History

Cordatus 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	$2.43M	Buy	14,111 +86	+0.6%	+$15.4K	0.53%	52
2026 Q1	$2.59M	Buy	14,025 +371	+3%	+$65.6K	0.62%	51
2025 Q4	$2.29M	Buy	13,654 +16	+0.1%	+$2.77K	0.53%	59
2025 Q3	$2.33M	Sell	13,638 -43	-0.3%	-$6.94K	0.55%	56
2025 Q2	$2.11M	Buy	13,681 +38	+0.3%	+$5.9K	0.52%	56
2025 Q1	$2.11M	Sell	13,643 -6	-0%	-$875	0.58%	56
2024 Q4	$1.9M	Buy	+13,649	New	+$1.94M	0.5%	64
2023 Q3	–	Sell	-13,485	Closed	-$1.57M	–	70
2023 Q2	$1.57M	Buy	+13,485	New	+$1.56M	0.59%	58
2022 Q3	–	Sell	-11,610	Closed	-$1.3M	–	72
2022 Q2	$1.3M	Buy	11,610 +281	+2%	+$32.2K	0.61%	67
2022 Q1	$1.35M	Buy	11,329 +304	+3%	+$33.2K	0.48%	86
2021 Q4	$1.16M	Buy	+11,025	New	+$1.05M	0.34%	100
2021 Q1	$932K	Buy	9,434 +933	+11%	+$84.9K	0.36%	102
2020 Q4	$811K	Buy	8,501 +513	+6%	+$49.5K	0.34%	98
2020 Q3	$764K	Buy	7,988 +451	+6%	+$45K	0.37%	93
2020 Q2	$751K	Buy	+7,537	New	+$760K	0.41%	84
2020 Q1	–	Sell	-9,683	Closed	-$1.08M	–	96
2019 Q4	$1.08M	Buy	9,683 +3,232	+50%	+$354K	0.54%	67
2019 Q3	$735K	Buy	+6,451	New	+$705K	0.38%	90

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cordatus Wealth Management's ATO Position: Q2 2026 in Review

Cordatus Wealth Management increased its Atmos Energy (ATO) stake by 0.61% in Q2 2026, buying an estimated $15.4K and bringing the position to 14,111 shares worth $2.43M. The position accounts for 0.53% of the portfolio, ranked #52.

Cordatus Wealth Management first reported a position in ATO in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.59M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Cordatus Wealth Management held 14,111 shares of Atmos Energy worth $2.43M as of Q2 2026.
Cordatus Wealth Management bought 86 Atmos Energy shares in Q2 2026, an estimated $15.4K.
Atmos Energy made up 0.53% of Cordatus Wealth Management's portfolio in Q2 2026, its #52 holding.
Cordatus Wealth Management first reported a position in Atmos Energy in Q3 2019 and has held it in 17 quarters since.
Cordatus Wealth Management's Atmos Energy position peaked at $2.59M in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.