Empirical Wealth Management’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
$651K Buy
3,778
+1,167
+45% +$209K 0.01% 558
2026
Q1
$482K Sell
2,611
-592
-18% -$105K 0.01% 581
2025
Q4
$537K Buy
+3,203
New +$554K 0.01% 485
2025
Q2
Sell
-1,303
Closed -$201K 692
2025
Q1
$201K Buy
+1,303
New +$190K 0.01% 612

Other funds holding ATO

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

Empirical Wealth Management increased its Atmos Energy (ATO) stake by 45% in Q2 2026, buying an estimated $209K and bringing the position to 3,778 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #558.

Empirical Wealth Management first reported a position in ATO in Q1 2025 and has held it in 4 quarters since. 708 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Empirical Wealth Management held 3,778 shares of Atmos Energy worth $651K as of Q2 2026.
  • Empirical Wealth Management bought 1,167 Atmos Energy shares in Q2 2026, an estimated $209K.
  • Atmos Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Empirical Wealth Management first reported a position in Atmos Energy in Q1 2025 and has held it in 4 quarters since.
  • 708 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.