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IHT Wealth Management’s Atmos Energy ATO Stock Holding History

IHT 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 		$384K Buy
2,228
+49
+2% +$8.78K 0.01% 930
2026
Q1 		$403K Buy
2,179
+26
+1% +$4.59K 0.01% 906
2025
Q4 		$361K Buy
2,153
+51
+2% +$8.82K 0.01% 896
2025
Q3 		$359K Buy
2,102
+7
+0.3% +$1.13K 0.01% 856
2025
Q2 		$323K Sell
2,095
-30
-1% -$4.66K 0.01% 854
2025
Q1 		$329K Buy
2,125
+5
+0.2% +$729 0.01% 825
2024
Q4 		$295K Sell
2,120
-81
-4% -$11.5K 0.01% 857
2024
Q3 		$305K Buy
2,201
+39
+2% +$5.01K 0.01% 908
2024
Q2 		$252K Sell
2,162
-50
-2% -$5.83K 0.01% 858
2024
Q1 		$263K Buy
+2,212
New +$254K 0.01% 842

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

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

IHT Wealth Management increased its Atmos Energy (ATO) stake by 2.2% in Q2 2026, buying an estimated $8.78K and bringing the position to 2,228 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #930.

IHT Wealth Management first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. The position peaked at $403K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • IHT Wealth Management held 2,228 shares of Atmos Energy worth $384K as of Q2 2026.
  • IHT Wealth Management bought 49 Atmos Energy shares in Q2 2026, an estimated $8.78K.
  • Atmos Energy made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #930 holding.
  • IHT Wealth Management first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
  • IHT Wealth Management's Atmos Energy position peaked at $403K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.