Diversify Advisory Services’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.9M Buy
+61,380
New +$11M 0.18% 120
2026
Q1
Sell
-15,007
Closed -$2.56M 254
2025
Q4
$2.56M Buy
15,007
+310
+2% +$53.6K 0.08% 190
2025
Q3
$2.54M Buy
14,697
+1,003
+7% +$162K 0.09% 178
2025
Q2
$2.27M Buy
13,694
+4,261
+45% +$662K 0.09% 169
2025
Q1
$1.51M Buy
9,433
+1,698
+22% +$248K 0.09% 150
2024
Q4
$1.06M Sell
7,735
-10,420
-57% -$1.48M 0.06% 222
2024
Q3
$2.58M Sell
18,155
-4,633
-20% -$595K 0.14% 129
2024
Q2
$2.62M Sell
22,788
-7,435
-25% -$866K 0.14% 126
2024
Q1
$3.56M Buy
+30,223
New +$3.47M 0.21% 102

Other funds holding ATO

Diversify Advisory Services's ATO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Atmos Energy (ATO) in Q2 2026: 61,380 shares worth $10.9M. The stake represents 0.18% of the portfolio and ranks #120 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ATO as recently as Q4 2025.

Diversify Advisory Services first reported a position in ATO in Q1 2024 and has held it in 9 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Diversify Advisory Services held 61,380 shares of Atmos Energy worth $10.9M as of Q2 2026.
  • Atmos Energy was a new Diversify Advisory Services position in Q2 2026.
  • Atmos Energy made up 0.18% of Diversify Advisory Services's portfolio in Q2 2026, its #120 holding.
  • Diversify Advisory Services first reported a position in Atmos Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.