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Integrated Wealth Concepts’s Atmos Energy ATO Stock Holding History

Integrated Wealth Concepts’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 		$2.72M Buy
15,788
+7,760
+97% +$1.39M 0.02% 726
2026
Q1 		$1.48M Buy
8,028
+5,690
+243% +$1.01M 0.01% 900
2025
Q4 		$392K Sell
2,338
-1,906
-45% -$330K ﹤0.01% 1202
2025
Q3 		$725K Buy
4,244
+735
+21% +$119K 0.01% 1150
2025
Q2 		$541K Buy
3,509
+341
+11% +$53K 0.01% 1227
2025
Q1 		$490K Buy
3,168
+308
+11% +$44.9K 0.01% 1150
2024
Q4 		$398K Buy
2,860
+560
+24% +$79.7K ﹤0.01% 1229
2024
Q3 		$319K Buy
2,300
+108
+5% +$13.9K ﹤0.01% 1302
2024
Q2 		$256K Buy
2,192
+347
+19% +$40.4K ﹤0.01% 1403
2024
Q1 		$219K Sell
1,845
-54
-3% -$6.19K ﹤0.01% 1482
2023
Q4 		$220K Sell
1,899
-820
-30% -$91.6K ﹤0.01% 1420
2023
Q3 		$288K Buy
2,719
+37
+1% +$4.32K 0.01% 1248
2023
Q2 		$312K Buy
+2,682
New +$310K 0.01% 1200

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

Integrated Wealth Concepts's ATO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Atmos Energy (ATO) stake by 97% in Q2 2026, buying an estimated $1.39M and bringing the position to 15,788 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #726.

Integrated Wealth Concepts first reported a position in ATO in Q2 2023 and has held it in 13 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Integrated Wealth Concepts held 15,788 shares of Atmos Energy worth $2.72M as of Q2 2026.
  • Integrated Wealth Concepts bought 7,760 Atmos Energy shares in Q2 2026, an estimated $1.39M.
  • Atmos Energy made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #726 holding.
  • Integrated Wealth Concepts first reported a position in Atmos Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.