HWM
ATO icon

HB Wealth Management’s Atmos Energy ATO Stock Holding History

HB Wealth Management’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 		$1.38M Buy
8,024
+1,853
+30% +$332K 0.01% 606
2026
Q1 		$1.14M Buy
6,171
+1,066
+21% +$188K 0.01% 613
2025
Q4 		$856K Buy
5,105
+626
+14% +$108K 0.01% 688
2025
Q3 		$765K Buy
4,479
+384
+9% +$62K 0.01% 694
2025
Q2 		$631K Sell
4,095
-368
-8% -$57.2K 0.01% 671
2025
Q1 		$690K Buy
4,463
+1,583
+55% +$231K 0.01% 661
2024
Q4 		$401K Buy
2,880
+224
+8% +$31.9K ﹤0.01% 699
2024
Q3 		$368K Buy
2,656
+210
+9% +$27K ﹤0.01% 686
2024
Q2 		$285K Buy
2,446
+583
+31% +$67.9K ﹤0.01% 730
2024
Q1 		$221K Buy
1,863
+126
+7% +$14.5K ﹤0.01% 767
2023
Q4 		$201K Buy
+1,737
New +$194K ﹤0.01% 745

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

HB Wealth Management's ATO Position: Q2 2026 in Review

HB Wealth Management increased its Atmos Energy (ATO) stake by 30% in Q2 2026, buying an estimated $332K and bringing the position to 8,024 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #606.

HB Wealth Management first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • HB Wealth Management held 8,024 shares of Atmos Energy worth $1.38M as of Q2 2026.
  • HB Wealth Management bought 1,853 Atmos Energy shares in Q2 2026, an estimated $332K.
  • Atmos Energy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #606 holding.
  • HB Wealth Management first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.