Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Atmos Energy ATO Stock Holding History

Envestnet Portfolio Solutions’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 		$234K Buy
1,361
+69
+5% +$12.4K ﹤0.01% 1304
2026
Q1 		$239K Buy
+1,292
New +$228K ﹤0.01% 1206
2025
Q3 		– Sell
-1,433
Closed -$221K – 1450
2025
Q2 		$221K Sell
1,433
-127
-8% -$19.7K ﹤0.01% 1467
2025
Q1 		$241K Sell
1,560
-2,335
-60% -$341K ﹤0.01% 1398
2024
Q4 		$542K Sell
3,895
-98
-2% -$13.9K ﹤0.01% 1206
2024
Q3 		$554K Buy
3,993
+887
+29% +$114K ﹤0.01% 1146
2024
Q2 		$362K Sell
3,106
-16
-0.5% -$1.86K ﹤0.01% 1273
2024
Q1 		$371K Buy
3,122
+131
+4% +$15K ﹤0.01% 1249
2023
Q4 		$347K Buy
2,991
+38
+1% +$4.25K ﹤0.01% 1221
2023
Q3 		$313K Buy
+2,953
New +$345K ﹤0.01% 1206

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's ATO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Atmos Energy (ATO) stake by 5.3% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,361 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Envestnet Portfolio Solutions first reported a position in ATO in Q3 2023 and has held it in 10 quarters since. The position peaked at $554K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,361 shares of Atmos Energy worth $234K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 69 Atmos Energy shares in Q2 2026, an estimated $12.4K.
  • Atmos Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1304 holding.
  • Envestnet Portfolio Solutions first reported a position in Atmos Energy in Q3 2023 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's Atmos Energy position peaked at $554K in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.