Harrison Street Private Wealth’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.56M Sell
26,455
-405
-2% -$72.5K 6.42% 4
2026
Q1
$4.96M Buy
+26,860
New +$4.75M 6.57% 1

Other funds holding ATO

Harrison Street Private Wealth's ATO Position: Q2 2026 in Review

Harrison Street Private Wealth reduced its Atmos Energy (ATO) stake by 1.5% in Q2 2026, selling an estimated $72.5K and leaving 26,455 shares worth $4.56M. The position accounts for 6.42% of the portfolio, ranked #4.

Harrison Street Private Wealth first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.96M in Q1 2026. 310 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Harrison Street Private Wealth held 26,455 shares of Atmos Energy worth $4.56M as of Q2 2026.
  • Harrison Street Private Wealth sold 405 Atmos Energy shares in Q2 2026, an estimated $72.5K.
  • Atmos Energy made up 6.42% of Harrison Street Private Wealth's portfolio in Q2 2026, its #4 holding.
  • Harrison Street Private Wealth first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • Harrison Street Private Wealth's Atmos Energy position peaked at $4.96M in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Harrison Street Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.