Everpar Advisors’s Atmos Energy ATO Stock Holding History

Everpar 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	$436K	Sell	2,531 -226	-8%	-$40.5K	0.12%	156
2026 Q1	$509K	Sell	2,757 -221	-7%	-$39.1K	0.18%	133
2025 Q4	$499K	Sell	2,978 -652	-18%	-$113K	0.19%	123
2025 Q3	$620K	Sell	3,630 -95	-3%	-$15.3K	0.25%	92
2025 Q2	$574K	Buy	3,725 +231	+7%	+$35.9K	0.26%	93
2025 Q1	$540K	Sell	3,494 -350	-9%	-$51.1K	0.29%	82
2024 Q4	$535K	Buy	3,844 +235	+7%	+$33.4K	0.27%	95
2024 Q3	$501K	Sell	3,609 -1,088	-23%	-$140K	0.26%	115
2024 Q2	$548K	Sell	4,697 -72	-2%	-$8.39K	0.27%	109
2024 Q1	$567K	Sell	4,769 -3,866	-45%	-$443K	0.34%	83
2023 Q4	$1M	Buy	+8,635	New	+$965K	0.47%	52

Other funds holding ATO

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Everpar Advisors's ATO Position: Q2 2026 in Review

Everpar Advisors reduced its Atmos Energy (ATO) stake by 8.2% in Q2 2026, selling an estimated $40.5K and leaving 2,531 shares worth $436K. The position accounts for 0.12% of the portfolio, ranked #156.

Everpar Advisors first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1M in Q4 2023. 124 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Everpar Advisors held 2,531 shares of Atmos Energy worth $436K as of Q2 2026.
Everpar Advisors sold 226 Atmos Energy shares in Q2 2026, an estimated $40.5K.
Atmos Energy made up 0.12% of Everpar Advisors's portfolio in Q2 2026, its #156 holding.
Everpar Advisors first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Atmos Energy position peaked at $1M in Q4 2023.
124 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.