Financial Network Wealth Advisors’s Atmos Energy ATO Stock Holding History

Financial Network 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	$118K	Sell	683 -122	-15%	-$21.8K	0.12%	148
2026 Q1	$149K	Sell	805 -65	-7%	-$11.5K	0.15%	120
2025 Q4	$146K	Buy	870 +2	+0.2%	+$346	0.15%	121
2025 Q3	$148K	Buy	868 +71	+9%	+$11.5K	0.16%	119
2025 Q2	$123K	Buy	797 +24	+3%	+$3.73K	0.15%	134
2025 Q1	$120K	Buy	773 +219	+40%	+$31.9K	0.16%	122
2024 Q4	$77.2K	Sell	554 -401	-42%	-$57K	0.14%	126
2024 Q3	$132K	Sell	955 -3,783	-80%	-$486K	0.11%	158
2024 Q2	$553K	Buy	4,738 +55	+1%	+$6.41K	0.41%	54
2024 Q1	$557K	Sell	4,683 -212	-4%	-$24.3K	0.55%	51
2023 Q4	$567K	Buy	+4,895	New	+$547K	0.6%	41

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Network Wealth Advisors's ATO Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Atmos Energy (ATO) stake by 15% in Q2 2026, selling an estimated $21.8K and leaving 683 shares worth $118K. The position accounts for 0.12% of the portfolio, ranked #148.

Financial Network Wealth Advisors first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $567K in Q4 2023. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Financial Network Wealth Advisors held 683 shares of Atmos Energy worth $118K as of Q2 2026.
Financial Network Wealth Advisors sold 122 Atmos Energy shares in Q2 2026, an estimated $21.8K.
Atmos Energy made up 0.12% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #148 holding.
Financial Network Wealth Advisors first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's Atmos Energy position peaked at $567K in Q4 2023.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.