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Guardian Wealth Advisors (North Carolina)’s Atmos Energy ATO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$239K Buy
1,386
+5
+0.4% +$895 0.01% 352
2026
Q1 		$255K Sell
1,381
-14
-1% -$2.47K 0.02% 306
2025
Q4 		$234K Hold
1,395
– – 0.01% 337
2025
Q3 		$238K Buy
1,395
+34
+2% +$5.49K 0.02% 319
2025
Q2 		$210K Buy
1,361
+6
+0.4% +$932 0.01% 324
2025
Q1 		$209K Buy
+1,355
New +$198K 0.02% 304

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s ATO Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Atmos Energy (ATO) stake by 0.36% in Q2 2026, buying an estimated $895 and bringing the position to 1,386 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #352.

Guardian Wealth Advisors (North Carolina) first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $255K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,386 shares of Atmos Energy worth $239K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 5 Atmos Energy shares in Q2 2026, an estimated $895.
  • Atmos Energy made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #352 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Atmos Energy position peaked at $255K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.