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Evolve Private Wealth’s Atmos Energy ATO Stock Holding History

Evolve Private Wealth’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 		$491K Sell
2,848
-877
-24% -$157K 0.03% 525
2026
Q1 		$688K Buy
3,725
+99
+3% +$17.5K 0.04% 446
2025
Q4 		$608K Buy
+3,626
New +$627K 0.04% 456

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

Evolve Private Wealth's ATO Position: Q2 2026 in Review

Evolve Private Wealth reduced its Atmos Energy (ATO) stake by 24% in Q2 2026, selling an estimated $157K and leaving 2,848 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #525.

Evolve Private Wealth first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. The position peaked at $688K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Evolve Private Wealth held 2,848 shares of Atmos Energy worth $491K as of Q2 2026.
  • Evolve Private Wealth sold 877 Atmos Energy shares in Q2 2026, an estimated $157K.
  • Atmos Energy made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #525 holding.
  • Evolve Private Wealth first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Atmos Energy position peaked at $688K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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