Fortitude Family Office’s Atmos Energy ATO Stock Holding History

Fortitude Family Office’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	$19.1K	Sell	111 -24	-18%	-$4.3K	﹤0.01%	543
2026 Q1	$24.9K	Buy	135 +46	+52%	+$8.13K	0.01%	381
2025 Q4	$14.9K	Sell	89 -1	-1%	-$173	﹤0.01%	465
2025 Q3	$15.4K	Sell	90 -4	-4%	-$646	﹤0.01%	455
2025 Q2	$14.5K	Sell	94 -82	-47%	-$12.7K	﹤0.01%	454
2025 Q1	$27.2K	Hold	176	–	–	0.01%	331
2024 Q4	$24.5K	Hold	176	–	–	0.01%	413
2024 Q3	$24.4K	Hold	176	–	–	0.01%	379
2024 Q2	$20.5K	Hold	176	–	–	0.01%	304
2024 Q1	$20.9K	Hold	176	–	–	0.01%	268
2023 Q4	$20.4K	Buy	+176	New	+$19.7K	0.02%	299

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

Fortitude Family Office's ATO Position: Q2 2026 in Review

Fortitude Family Office reduced its Atmos Energy (ATO) stake by 18% in Q2 2026, selling an estimated $4.3K and leaving 111 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Fortitude Family Office first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.2K in Q1 2025. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Fortitude Family Office held 111 shares of Atmos Energy worth $19.1K as of Q2 2026.
Fortitude Family Office sold 24 Atmos Energy shares in Q2 2026, an estimated $4.3K.
Atmos Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #543 holding.
Fortitude Family Office first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Atmos Energy position peaked at $27.2K in Q1 2025.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.