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FSM Wealth Advisors’s Atmos Energy ATO Stock Holding History

FSM 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 		$323K Sell
1,877
-12
-0.6% -$2.15K 0.03% 248
2026
Q1 		$349K Buy
1,889
+25
+1% +$4.42K 0.04% 213
2025
Q4 		$312K Sell
1,864
-15
-0.8% -$2.59K 0.04% 233
2025
Q3 		$321K Buy
1,879
+463
+33% +$74.8K 0.05% 227
2025
Q2 		$216K Buy
+1,416
New +$220K 0.04% 263

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

FSM Wealth Advisors's ATO Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Atmos Energy (ATO) stake by 0.64% in Q2 2026, selling an estimated $2.15K and leaving 1,877 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #248.

FSM Wealth Advisors first reported a position in ATO in Q2 2025 and has held it in 5 quarters since. The position peaked at $349K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • FSM Wealth Advisors held 1,877 shares of Atmos Energy worth $323K as of Q2 2026.
  • FSM Wealth Advisors sold 12 Atmos Energy shares in Q2 2026, an estimated $2.15K.
  • Atmos Energy made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #248 holding.
  • FSM Wealth Advisors first reported a position in Atmos Energy in Q2 2025 and has held it in 5 quarters since.
  • FSM Wealth Advisors's Atmos Energy position peaked at $349K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.