Destiny Wealth Partners’s Atmos Energy ATO Stock Holding History

Destiny 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	–	Sell	-27	Closed	-$4.99K	–	243
2026 Q1	$4.99K	Buy	+27	New	+$4.77K	﹤0.01%	982
2023 Q2	–	Sell	-2,191	Closed	-$246K	–	169
2023 Q1	$246K	Buy	+2,191	New	+$249K	0.05%	168
2022 Q4	–	Sell	-2,642	Closed	-$269K	–	683
2022 Q3	$269K	Buy	2,642 +680	+35%	+$77.9K	0.06%	152
2022 Q2	$220K	Buy	1,962 +1,051	+115%	+$120K	0.05%	162
2022 Q1	$109K	Buy	911 +290	+47%	+$31.7K	0.02%	221
2021 Q4	$65K	Buy	621 +46	+8%	+$4.36K	0.01%	279
2021 Q3	$51K	Buy	+575	New	+$55.6K	0.01%	290
2021 Q2	–	Sell	-375	Closed	-$37K	–	207
2021 Q1	$37K	Sell	375 -2,453	-87%	-$223K	0.01%	304
2020 Q4	$270K	Buy	+2,828	New	+$273K	0.06%	173

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

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

Destiny Wealth Partners sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 27 shares — an estimated $4.99K sold.

Destiny Wealth Partners first reported a position in ATO in Q4 2020 and held it in 9 quarters. The position peaked at $270K in Q4 2020. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Destiny Wealth Partners reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 27 Atmos Energy shares in Q2 2026, an estimated $4.99K.
Destiny Wealth Partners first reported a position in Atmos Energy in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's Atmos Energy position peaked at $270K in Q4 2020.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.