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Financial Security Advisor’s Atmos Energy ATO Stock Holding History

Financial Security Advisor’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 		– Sell
-1,382
Closed -$255K – 163
2026
Q1 		$255K Buy
1,382
+7
+0.5% +$1.24K 0.05% 139
2025
Q4 		$230K Buy
1,375
+7
+0.5% +$1.21K 0.04% 144
2025
Q3 		$234K Buy
1,368
+6
+0.4% +$969 0.05% 129
2025
Q2 		$210K Buy
1,362
+7
+0.5% +$1.09K 0.05% 126
2025
Q1 		$209K Buy
+1,355
New +$198K 0.05% 117

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

Financial Security Advisor's ATO Position: Q2 2026 in Review

Financial Security Advisor sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,382 shares — an estimated $255K sold.

Financial Security Advisor first reported a position in ATO in Q1 2025 and held it in 5 quarters. The position peaked at $255K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Financial Security Advisor reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Financial Security Advisor sold 1,382 Atmos Energy shares in Q2 2026, an estimated $255K.
  • Financial Security Advisor first reported a position in Atmos Energy in Q1 2025 and held it in 5 quarters.
  • Financial Security Advisor's Atmos Energy position peaked at $255K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.