IWN
ATO icon

Independent Wealth Network’s Atmos Energy ATO Stock Holding History

Independent Wealth Network’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 		$350K Sell
2,032
-102
-5% -$18.3K 0.09% 225
2026
Q1 		$394K Sell
2,134
-36
-2% -$6.36K 0.12% 193
2025
Q4 		$364K Buy
2,170
+12
+0.6% +$2.08K 0.11% 188
2025
Q3 		$369K Buy
2,158
+48
+2% +$7.75K 0.12% 186
2025
Q2 		$325K Buy
2,110
+90
+4% +$14K 0.12% 184
2025
Q1 		$312K Buy
2,020
+43
+2% +$6.27K 0.12% 179
2024
Q4 		$275K Buy
1,977
+31
+2% +$4.41K 0.11% 181
2024
Q3 		$270K Sell
1,946
-119
-6% -$15.3K 0.12% 179
2024
Q2 		$241K Buy
2,065
+39
+2% +$4.54K 0.11% 186
2024
Q1 		$241K Sell
2,026
-209
-9% -$24K 0.11% 187
2023
Q4 		$259K Sell
2,235
-20
-0.9% -$2.23K 0.14% 165
2023
Q3 		$239K Buy
2,255
+29
+1% +$3.38K 0.15% 164
2023
Q2 		$259K Sell
2,226
-16
-0.7% -$1.85K 0.16% 161
2023
Q1 		$252K Buy
2,242
+53
+2% +$6.03K 0.16% 150
2022
Q4 		$245K Sell
2,189
-375
-15% -$41.2K 0.17% 148
2022
Q3 		$261K Buy
2,564
+320
+14% +$36.7K 0.2% 132
2022
Q2 		$252K Sell
2,244
-23
-1% -$2.63K 0.18% 140
2022
Q1 		$271K Buy
2,267
+162
+8% +$17.7K 0.17% 151
2021
Q4 		$221K Buy
+2,105
New +$200K 0.14% 183

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Independent Wealth Network's ATO Position: Q2 2026 in Review

Independent Wealth Network reduced its Atmos Energy (ATO) stake by 4.8% in Q2 2026, selling an estimated $18.3K and leaving 2,032 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #225.

Independent Wealth Network first reported a position in ATO in Q4 2021 and has held it in 19 quarters since. The position peaked at $394K in Q1 2026. 194 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Independent Wealth Network held 2,032 shares of Atmos Energy worth $350K as of Q2 2026.
  • Independent Wealth Network sold 102 Atmos Energy shares in Q2 2026, an estimated $18.3K.
  • Atmos Energy made up 0.09% of Independent Wealth Network's portfolio in Q2 2026, its #225 holding.
  • Independent Wealth Network first reported a position in Atmos Energy in Q4 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Atmos Energy position peaked at $394K in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.