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High Note Wealth’s Atmos Energy ATO Stock Holding History

High Note Wealth’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 		$1.55K Sell
9
-2
-18% -$358 ﹤0.01% 873
2026
Q1 		$2.03K Buy
11
+10
+1,000% +$1.77K ﹤0.01% 782
2025
Q4 		$168 Hold
1
– – ﹤0.01% 878
2025
Q3 		$171 Buy
+1
New +$161 ﹤0.01% 821
2025
Q2 		– Sell
-33
Closed -$5.1K – 887
2025
Q1 		$5.1K Hold
33
– – ﹤0.01% 403
2024
Q4 		$4.6K Buy
+33
New +$4.69K ﹤0.01% 474

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

High Note Wealth's ATO Position: Q2 2026 in Review

High Note Wealth reduced its Atmos Energy (ATO) stake by 18% in Q2 2026, selling an estimated $358 and leaving 9 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

High Note Wealth first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.1K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • High Note Wealth held 9 shares of Atmos Energy worth $1.55K as of Q2 2026.
  • High Note Wealth sold 2 Atmos Energy shares in Q2 2026, an estimated $358.
  • Atmos Energy made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #873 holding.
  • High Note Wealth first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Atmos Energy position peaked at $5.1K in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.