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EP Wealth Advisors’s Atmos Energy ATO Stock Holding History

EP Wealth 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 		$332K Buy
1,924
+300
+18% +$53.7K ﹤0.01% 1228
2026
Q1 		$300K Sell
1,624
-686
-30% -$121K ﹤0.01% 1169
2025
Q4 		$387K Buy
+2,310
New +$399K ﹤0.01% 996
2025
Q2 		$285K Sell
1,852
-441
-19% -$68.5K ﹤0.01% 1048
2025
Q1 		$354K Buy
2,293
+564
+33% +$82.3K ﹤0.01% 836
2024
Q4 		$241K Buy
1,729
+62
+4% +$8.82K ﹤0.01% 969
2024
Q3 		$231K Sell
1,667
-213
-11% -$27.4K ﹤0.01% 976
2024
Q2 		$219K Buy
1,880
+97
+5% +$11.3K ﹤0.01% 736
2024
Q1 		$212K Buy
1,783
+15
+0.8% +$1.72K ﹤0.01% 720
2023
Q4 		$205K Buy
+1,768
New +$198K ﹤0.01% 708
2023
Q3 		– Sell
-31,008
Closed -$205K – 755
2023
Q2 		$205K Buy
31,008
+29,221
+1,635% +$3.38M ﹤0.01% 652
2023
Q1 		$201K Buy
+1,787
New +$203K ﹤0.01% 579
2019
Q4 		– Sell
-2,389
Closed -$272K – 416
2019
Q3 		$272K Buy
+2,389
New +$261K 0.01% 293
2019
Q2 		– Sell
-2,185
Closed -$225K – 319
2019
Q1 		$225K Hold
2,185
– – 0.02% 221
2018
Q4 		$203K Hold
2,185
– – 0.02% 248
2018
Q3 		$205K Buy
+2,185
New +$202K 0.02% 270

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

EP Wealth Advisors's ATO Position: Q2 2026 in Review

EP Wealth Advisors increased its Atmos Energy (ATO) stake by 18% in Q2 2026, buying an estimated $53.7K and bringing the position to 1,924 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

EP Wealth Advisors first reported a position in ATO in Q3 2018 and has held it in 16 quarters since. The position peaked at $387K in Q4 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • EP Wealth Advisors held 1,924 shares of Atmos Energy worth $332K as of Q2 2026.
  • EP Wealth Advisors bought 300 Atmos Energy shares in Q2 2026, an estimated $53.7K.
  • Atmos Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1228 holding.
  • EP Wealth Advisors first reported a position in Atmos Energy in Q3 2018 and has held it in 16 quarters since.
  • EP Wealth Advisors's Atmos Energy position peaked at $387K in Q4 2025.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.