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EverSource Wealth Advisors’s Atmos Energy ATO Stock Holding History

EverSource 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 		$542K Buy
3,146
+610
+24% +$109K 0.02% 534
2026
Q1 		$468K Buy
2,536
+1,034
+69% +$183K 0.01% 632
2025
Q4 		$252K Buy
1,502
+175
+13% +$30.3K 0.01% 842
2025
Q3 		$227K Sell
1,327
-59
-4% -$9.53K 0.01% 842
2025
Q2 		$214K Buy
1,386
+590
+74% +$91.6K 0.01% 824
2025
Q1 		$123K Buy
796
+551
+225% +$80.4K 0.01% 837
2024
Q4 		$34.2K Buy
245
+103
+73% +$14.7K ﹤0.01% 1360
2024
Q3 		$19.8K Buy
142
+27
+23% +$3.47K ﹤0.01% 1493
2024
Q2 		$14.7K Buy
115
+1
+0.9% +$117 ﹤0.01% 1666
2024
Q1 		$13.5K Buy
114
+23
+25% +$2.64K ﹤0.01% 1551
2023
Q4 		$10.5K Buy
91
+41
+82% +$4.58K ﹤0.01% 1534
2023
Q3 		$5.3K Sell
50
-28
-36% -$3.27K ﹤0.01% 1684
2023
Q2 		$9.07K Buy
78
+24
+44% +$2.78K ﹤0.01% 1483
2023
Q1 		$6.07K Buy
54
+4
+8% +$455 ﹤0.01% 1570
2022
Q4 		$5.6K Buy
50
+11
+28% +$1.21K ﹤0.01% 1555
2022
Q3 		$4K Buy
39
+4
+11% +$458 ﹤0.01% 1415
2022
Q2 		$4K Buy
35
+18
+106% +$2.06K ﹤0.01% 1306
2022
Q1 		$2K Buy
+17
New +$1.86K ﹤0.01% 1492

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

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

EverSource Wealth Advisors increased its Atmos Energy (ATO) stake by 24% in Q2 2026, buying an estimated $109K and bringing the position to 3,146 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #534.

EverSource Wealth Advisors first reported a position in ATO in Q1 2022 and has held it in 18 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • EverSource Wealth Advisors held 3,146 shares of Atmos Energy worth $542K as of Q2 2026.
  • EverSource Wealth Advisors bought 610 Atmos Energy shares in Q2 2026, an estimated $109K.
  • Atmos Energy made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #534 holding.
  • EverSource Wealth Advisors first reported a position in Atmos Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.