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Independent Advisor Alliance’s Atmos Energy ATO Stock Holding History

Independent Advisor Alliance’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 		$1.13M Sell
6,579
-109
-2% -$19.5K 0.03% 426
2026
Q1 		$1.24M Sell
6,688
-76
-1% -$13.4K 0.01% 722
2025
Q4 		$1.13M Sell
6,764
-479
-7% -$82.8K 0.03% 435
2025
Q3 		$1.24M Buy
7,243
+11
+0.2% +$1.78K 0.03% 394
2025
Q2 		$1.11M Sell
7,232
-243
-3% -$37.7K 0.03% 391
2025
Q1 		$1.16M Sell
7,475
-588
-7% -$85.8K 0.04% 349
2024
Q4 		$1.12M Buy
8,063
+63
+0.8% +$8.96K 0.01% 700
2024
Q3 		$1.11M Sell
8,000
-117
-1% -$15K 0.04% 314
2024
Q2 		$947K Buy
8,117
+1,174
+17% +$137K 0.03% 335
2024
Q1 		$825K Buy
6,943
+1,010
+17% +$116K 0.03% 355
2023
Q4 		$688K Sell
5,933
-1,862
-24% -$208K 0.02% 371
2023
Q3 		$826K Buy
7,795
+1,136
+17% +$133K 0.04% 322
2023
Q2 		$775K Sell
6,659
-382
-5% -$44.2K 0.03% 342
2023
Q1 		$791K Buy
+7,041
New +$801K 0.04% 329
2022
Q4 		– Sell
-6,200
Closed -$631K – 439
2022
Q3 		$631K Buy
6,200
+1,811
+41% +$207K 0.04% 322
2022
Q2 		$492K Sell
4,389
-802
-15% -$91.9K 0.03% 371
2022
Q1 		$620K Buy
5,191
+2,169
+72% +$237K 0.03% 353
2021
Q4 		$317K Buy
+3,022
New +$286K 0.02% 507

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Independent Advisor Alliance's ATO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Atmos Energy (ATO) stake by 1.6% in Q2 2026, selling an estimated $19.5K and leaving 6,579 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #426.

Independent Advisor Alliance first reported a position in ATO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.24M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Independent Advisor Alliance held 6,579 shares of Atmos Energy worth $1.13M as of Q2 2026.
  • Independent Advisor Alliance sold 109 Atmos Energy shares in Q2 2026, an estimated $19.5K.
  • Atmos Energy made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #426 holding.
  • Independent Advisor Alliance first reported a position in Atmos Energy in Q4 2021 and has held it in 18 quarters since.
  • Independent Advisor Alliance's Atmos Energy position peaked at $1.24M in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.