Focus Partners Wealth
ATO icon

Focus Partners Wealth’s Atmos Energy ATO Stock Holding History

Focus Partners 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 		$5.46M Buy
31,679
+15,163
+92% +$2.72M 0.01% 917
2026
Q1 		$3.05M Buy
16,516
+8,115
+97% +$1.43M ﹤0.01% 1128
2025
Q4 		$1.41M Buy
8,401
+3,494
+71% +$604K ﹤0.01% 1477
2025
Q3 		$815K Sell
4,907
-1,615
-25% -$261K ﹤0.01% 1379
2025
Q2 		$1.01M Buy
6,522
+2,103
+48% +$327K ﹤0.01% 1137
2025
Q1 		$683K Sell
4,419
-525
-11% -$76.6K ﹤0.01% 1205
2024
Q4 		$689K Buy
4,944
+3,063
+163% +$436K ﹤0.01% 1192
2024
Q3 		$261K Sell
1,881
-1,781
-49% -$229K ﹤0.01% 1373
2024
Q2 		$427K Buy
+3,662
New +$427K ﹤0.01% 982

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

Focus Partners Wealth's ATO Position: Q2 2026 in Review

Focus Partners Wealth increased its Atmos Energy (ATO) stake by 92% in Q2 2026, buying an estimated $2.72M and bringing the position to 31,679 shares worth $5.46M. The position accounts for 0.01% of the portfolio, ranked #917.

Focus Partners Wealth first reported a position in ATO in Q2 2024 and has held it in 9 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Focus Partners Wealth held 31,679 shares of Atmos Energy worth $5.46M as of Q2 2026.
  • Focus Partners Wealth bought 15,163 Atmos Energy shares in Q2 2026, an estimated $2.72M.
  • Atmos Energy made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #917 holding.
  • Focus Partners Wealth first reported a position in Atmos Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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