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GoalVest Advisory’s Atmos Energy ATO Stock Holding History

GoalVest Advisory’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
-5,867
Closed -$1.08M – 505
2026
Q1 		$1.08M Hold
5,867
– – 0.21% 74
2025
Q4 		$983K Hold
5,867
– – 0.19% 83
2025
Q3 		$1M Hold
5,867
– – 0.21% 75
2025
Q2 		$904K Sell
5,867
-100
-2% -$15.5K 0.22% 72
2025
Q1 		$922K Sell
5,967
-400
-6% -$58.4K 0.25% 71
2024
Q4 		$887K Hold
6,367
– – 0.24% 69
2024
Q3 		$883K Sell
6,367
-450
-7% -$57.8K 0.25% 67
2024
Q2 		$795K Hold
6,817
– – 0.25% 66
2024
Q1 		$810K Buy
+6,817
New +$782K 0.27% 64

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

GoalVest Advisory's ATO Position: Q2 2026 in Review

GoalVest Advisory sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 5,867 shares — an estimated $1.08M sold.

GoalVest Advisory first reported a position in ATO in Q1 2024 and held it in 9 quarters. The position peaked at $1.08M in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • GoalVest Advisory reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 5,867 Atmos Energy shares in Q2 2026, an estimated $1.08M.
  • GoalVest Advisory first reported a position in Atmos Energy in Q1 2024 and held it in 9 quarters.
  • GoalVest Advisory's Atmos Energy position peaked at $1.08M in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.