Jamison Private Wealth Management’s Atmos Energy ATO Stock Holding History

Jamison Private 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	$749K	Buy	4,346 +173	+4%	+$31K	0.08%	134
2026 Q1	$771K	Buy	4,173 +27	+0.7%	+$4.77K	0.09%	130
2025 Q4	$695K	Buy	4,146 +11	+0.3%	+$1.9K	0.08%	130
2025 Q3	$706K	Buy	4,135 +125	+3%	+$20.2K	0.09%	135
2025 Q2	$618K	Sell	4,010 -13	-0.3%	-$2.02K	0.09%	133
2025 Q1	$622K	Sell	4,023 -8,752	-69%	-$1.28M	0.09%	130
2024 Q4	$1.78M	Sell	12,775 -8,449	-40%	-$1.2M	0.26%	86
2024 Q3	$2.94M	Buy	21,224 +742	+4%	+$95.3K	0.45%	55
2024 Q2	$2.39M	Buy	20,482 +171	+0.8%	+$19.9K	0.4%	58
2024 Q1	$2.41M	Buy	20,311 +11	+0.1%	+$1.26K	0.41%	60
2023 Q4	$2.35M	Buy	20,300 +60	+0.3%	+$6.71K	0.44%	58
2023 Q3	$2.14M	Buy	+20,240	New	+$2.36M	0.44%	60

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jamison Private Wealth Management's ATO Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Atmos Energy (ATO) stake by 4.1% in Q2 2026, buying an estimated $31K and bringing the position to 4,346 shares worth $749K. The position accounts for 0.08% of the portfolio, ranked #134.

Jamison Private Wealth Management first reported a position in ATO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.94M in Q3 2024. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Jamison Private Wealth Management held 4,346 shares of Atmos Energy worth $749K as of Q2 2026.
Jamison Private Wealth Management bought 173 Atmos Energy shares in Q2 2026, an estimated $31K.
Atmos Energy made up 0.08% of Jamison Private Wealth Management's portfolio in Q2 2026, its #134 holding.
Jamison Private Wealth Management first reported a position in Atmos Energy in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Atmos Energy position peaked at $2.94M in Q3 2024.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.