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J.W. Cole Advisors’s Atmos Energy ATO Stock Holding History

J.W. Cole Advisors’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 		$378K Sell
2,197
-1,001
-31% -$179K 0.01% 1146
2026
Q1 		$591K Sell
3,198
-71
-2% -$12.5K 0.02% 487
2025
Q4 		$548K Sell
3,269
-449
-12% -$77.6K 0.01% 860
2025
Q3 		$635K Sell
3,718
-27
-0.7% -$4.36K 0.01% 904
2025
Q2 		$577K Buy
3,745
+32
+0.9% +$4.97K 0.01% 869
2025
Q1 		$574K Buy
+3,713
New +$542K 0.02% 724
2020
Q4 		– Sell
-3,797
Closed -$363K – 648
2020
Q3 		$363K Buy
+3,797
New +$379K 0.03% 492

Other funds holding ATO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

J.W. Cole Advisors's ATO Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Atmos Energy (ATO) stake by 31% in Q2 2026, selling an estimated $179K and leaving 2,197 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #1146.

J.W. Cole Advisors first reported a position in ATO in Q3 2020 and has held it in 7 quarters since. The position peaked at $635K in Q3 2025. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • J.W. Cole Advisors held 2,197 shares of Atmos Energy worth $378K as of Q2 2026.
  • J.W. Cole Advisors sold 1,001 Atmos Energy shares in Q2 2026, an estimated $179K.
  • Atmos Energy made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1146 holding.
  • J.W. Cole Advisors first reported a position in Atmos Energy in Q3 2020 and has held it in 7 quarters since.
  • J.W. Cole Advisors's Atmos Energy position peaked at $635K in Q3 2025.
  • 388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.