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Golden State Equity Partners’s Atmos Energy ATO Stock Holding History

Golden State Equity 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 		– Sell
-6,296
Closed -$1.16M – 441
2026
Q1 		$1.16M Buy
6,296
+1,544
+32% +$273K 0.09% 257
2025
Q4 		$797K Buy
4,752
+2,072
+77% +$358K 0.13% 178
2025
Q3 		$458K Sell
2,680
-174
-6% -$28.1K 0.08% 276
2025
Q2 		$440K Sell
2,854
-319
-10% -$49.6K 0.08% 269
2025
Q1 		$490K Sell
3,173
-18
-0.6% -$2.63K 0.1% 245
2024
Q4 		$444K Buy
3,191
+3,180
+28,909% +$452K 0.08% 257
2024
Q3 		$1.52K Buy
+11
New +$1.41K ﹤0.01% 720

Other funds holding ATO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Golden State Equity Partners's ATO Position: Q2 2026 in Review

Golden State Equity Partners sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 6,296 shares — an estimated $1.16M sold.

Golden State Equity Partners first reported a position in ATO in Q3 2024 and held it in 7 quarters. The position peaked at $1.16M in Q1 2026. 509 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Golden State Equity Partners reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 6,296 Atmos Energy shares in Q2 2026, an estimated $1.16M.
  • Golden State Equity Partners first reported a position in Atmos Energy in Q3 2024 and held it in 7 quarters.
  • Golden State Equity Partners's Atmos Energy position peaked at $1.16M in Q1 2026.
  • 509 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.