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HighPoint Advisor Group’s Atmos Energy ATO Stock Holding History

HighPoint Advisor Group’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 		$397K Sell
2,305
-31
-1% -$5.55K 0.01% 518
2026
Q1 		$432K Sell
2,336
-3,884
-62% -$686K 0.02% 449
2025
Q4 		$1.04M Buy
6,220
+2,204
+55% +$381K 0.02% 453
2025
Q3 		$686K Buy
4,016
+194
+5% +$31.3K 0.03% 322
2025
Q2 		$589K Buy
3,822
+624
+20% +$96.9K 0.03% 340
2025
Q1 		$511K Buy
3,198
+1,275
+66% +$186K 0.03% 354
2024
Q4 		$279K Buy
+1,923
New +$274K 0.02% 532

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

HighPoint Advisor Group's ATO Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Atmos Energy (ATO) stake by 1.3% in Q2 2026, selling an estimated $5.55K and leaving 2,305 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #518.

HighPoint Advisor Group first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • HighPoint Advisor Group held 2,305 shares of Atmos Energy worth $397K as of Q2 2026.
  • HighPoint Advisor Group sold 31 Atmos Energy shares in Q2 2026, an estimated $5.55K.
  • Atmos Energy made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #518 holding.
  • HighPoint Advisor Group first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • HighPoint Advisor Group's Atmos Energy position peaked at $1.04M in Q4 2025.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.