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Global Retirement Partners’s Atmos Energy ATO Stock Holding History

Global Retirement Partners’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 		$611K Buy
+3,547
New +$635K 0.01% 940
2025
Q4 		$635K Buy
3,786
+2,111
+126% +$365K 0.01% 832
2025
Q3 		$286K Sell
1,675
-18
-1% -$2.91K 0.01% 998
2025
Q2 		$261K Buy
+1,693
New +$263K 0.01% 963
2024
Q4 		$158K Sell
1,131
-4,842
-81% -$689K ﹤0.01% 1055
2024
Q3 		$829K Buy
5,973
+85
+1% +$10.9K 0.03% 488
2024
Q2 		$687K Buy
5,888
+5,396
+1,097% +$629K 0.02% 523
2024
Q1 		$58.5K Buy
492
+199
+68% +$22.8K ﹤0.01% 1346
2023
Q4 		$33.4K Buy
293
+107
+58% +$12K ﹤0.01% 1535
2023
Q3 		$19.8K Sell
186
-67
-26% -$7.82K ﹤0.01% 1647
2023
Q2 		$29.4K Sell
253
-19
-7% -$2.2K ﹤0.01% 1506
2023
Q1 		$30.7K Sell
272
-71
-21% -$8.07K ﹤0.01% 1451
2022
Q4 		$38.5K Buy
343
+145
+73% +$15.9K ﹤0.01% 1213
2022
Q3 		$21K Buy
198
+64
+48% +$7.33K ﹤0.01% 1361
2022
Q2 		$15K Buy
134
+6
+5% +$687 ﹤0.01% 1460
2022
Q1 		$15K Buy
+128
New +$14K ﹤0.01% 1451
2021
Q4 		– Sell
-100
Closed -$9K – 349
2021
Q3 		$9K Hold
100
– – ﹤0.01% 1433
2021
Q2 		$10K Hold
100
– – ﹤0.01% 1369
2021
Q1 		$10K Hold
100
– – ﹤0.01% 1281
2020
Q4 		$10K Buy
+100
New +$9.64K ﹤0.01% 1256

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

Global Retirement Partners's ATO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Atmos Energy (ATO) in Q2 2026: 3,547 shares worth $611K. The stake represents 0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ATO as recently as Q4 2025.

Global Retirement Partners first reported a position in ATO in Q4 2020 and has held it in 20 quarters since. The position peaked at $829K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Global Retirement Partners held 3,547 shares of Atmos Energy worth $611K as of Q2 2026.
  • Atmos Energy was a new Global Retirement Partners position in Q2 2026.
  • Atmos Energy made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #940 holding.
  • Global Retirement Partners first reported a position in Atmos Energy in Q4 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's Atmos Energy position peaked at $829K in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.