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Delta Financial Advisors’s Atmos Energy ATO Stock Holding History

Delta 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 		$1.54M Sell
8,963
-155
-2% -$27.8K 0.37% 71
2026
Q1 		$1.68M Sell
9,118
-96
-1% -$17K 0.44% 63
2025
Q4 		$1.54M Buy
9,214
+15
+0.2% +$2.59K 0.4% 68
2025
Q3 		$1.57M Buy
9,199
+13
+0.1% +$2.1K 0.44% 61
2025
Q2 		$1.42M Sell
9,186
-166
-2% -$25.8K 0.5% 55
2025
Q1 		$1.45M Buy
9,352
+14
+0.1% +$2.04K 0.54% 56
2024
Q4 		$1.3M Buy
9,338
+15
+0.2% +$2.13K 0.48% 58
2024
Q3 		$1.29M Sell
9,323
-120
-1% -$15.4K 0.47% 62
2024
Q2 		$1.1M Buy
9,443
+77
+0.8% +$8.97K 0.43% 67
2024
Q1 		$1.11M Buy
9,366
+516
+6% +$59.2K 0.44% 70
2023
Q4 		$1.03M Buy
8,850
+690
+8% +$77.1K 0.44% 67
2023
Q3 		$864K Buy
8,160
+10
+0.1% +$1.17K 0.39% 77
2023
Q2 		$948K Buy
8,150
+314
+4% +$36.3K 0.42% 71
2023
Q1 		$880K Buy
7,836
+7
+0.1% +$796 0.42% 73
2022
Q4 		$877K Sell
7,829
-94
-1% -$10.3K 0.43% 73
2022
Q3 		$807K Buy
7,923
+97
+1% +$11.1K 0.43% 75
2022
Q2 		$877K Sell
7,826
-296
-4% -$33.9K 0.44% 74
2022
Q1 		$971K Buy
8,122
+345
+4% +$37.7K 0.41% 73
2021
Q4 		$815K Buy
7,777
+235
+3% +$22.3K 0.33% 80
2021
Q3 		$665K Sell
7,542
-125
-2% -$12.1K 0.3% 86
2021
Q2 		$737K Buy
7,667
+83
+1% +$8.32K 0.32% 84
2021
Q1 		$750K Buy
7,584
+198
+3% +$18K 0.35% 80
2020
Q4 		$705K Sell
7,386
-1,629
-18% -$157K 0.35% 82
2020
Q3 		$862K Buy
9,015
+1,487
+20% +$148K 0.48% 71
2020
Q2 		$750K Buy
7,528
+725
+11% +$73.1K 0.44% 72
2020
Q1 		$675K Buy
6,803
+1,425
+26% +$157K 0.46% 72
2019
Q4 		$602K Buy
5,378
+1,187
+28% +$130K 0.24% 87
2019
Q3 		$477K Buy
+4,191
New +$458K 0.19% 96

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

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

Delta Financial Advisors reduced its Atmos Energy (ATO) stake by 1.7% in Q2 2026, selling an estimated $27.8K and leaving 8,963 shares worth $1.54M. The position accounts for 0.37% of the portfolio, ranked #71.

Delta Financial Advisors first reported a position in ATO in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.68M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Delta Financial Advisors held 8,963 shares of Atmos Energy worth $1.54M as of Q2 2026.
  • Delta Financial Advisors sold 155 Atmos Energy shares in Q2 2026, an estimated $27.8K.
  • Atmos Energy made up 0.37% of Delta Financial Advisors's portfolio in Q2 2026, its #71 holding.
  • Delta Financial Advisors first reported a position in Atmos Energy in Q3 2019 and has held it in 28 quarters since.
  • Delta Financial Advisors's Atmos Energy position peaked at $1.68M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.