Kestra Advisory Services’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.24M Sell
7,225
-9,500
-57% -$1.7M ﹤0.01% 1673
2026
Q1
$3.09M Buy
16,725
+10,461
+167% +$1.85M 0.01% 1040
2025
Q4
$1.05M Buy
6,264
+213
+4% +$36.8K ﹤0.01% 1620
2025
Q3
$1.03M Buy
6,051
+3
+0% +$484 ﹤0.01% 1568
2025
Q2
$932K Buy
6,048
+813
+16% +$126K ﹤0.01% 1525
2025
Q1
$809K Sell
5,235
-239
-4% -$34.9K ﹤0.01% 1517
2024
Q4
$762K Buy
5,474
+944
+21% +$134K ﹤0.01% 1579
2024
Q3
$628K Sell
4,530
-870
-16% -$112K ﹤0.01% 1622
2024
Q2
$630K Sell
5,400
-181
-3% -$21.1K ﹤0.01% 1627
2024
Q1
$663K Sell
5,581
-1,627
-23% -$187K ﹤0.01% 1485
2023
Q4
$835K Sell
7,208
-87
-1% -$9.72K 0.01% 1219
2023
Q3
$773K Buy
7,295
+745
+11% +$86.9K 0.01% 1125
2023
Q2
$762K Buy
6,550
+1,592
+32% +$184K 0.01% 1105
2023
Q1
$557K Sell
4,958
-3,248
-40% -$369K 0.01% 1222
2022
Q4
$920K Sell
8,206
-114
-1% -$12.5K 0.01% 1093
2022
Q3
$847K Sell
8,320
-1,719
-17% -$197K 0.01% 1048
2022
Q2
$1.13M Buy
10,039
+4,773
+91% +$547K 0.01% 922
2022
Q1
$629K Buy
5,266
+613
+13% +$66.9K 0.01% 1158
2021
Q4
$487K Buy
4,653
+132
+3% +$12.5K ﹤0.01% 1336
2021
Q3
$399K Buy
4,521
+114
+3% +$11K ﹤0.01% 1508
2021
Q2
$424K Sell
4,407
-305
-6% -$30.6K ﹤0.01% 1366
2021
Q1
$466K Buy
4,712
+741
+19% +$67.4K 0.01% 1228
2020
Q4
$371K Buy
3,971
+3,921
+7,842% +$378K ﹤0.01% 1356
2020
Q3
$288K Buy
+50
New +$4.99K 0.01% 1138

Other funds holding ATO

Kestra Advisory Services's ATO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Atmos Energy (ATO) stake by 57% in Q2 2026, selling an estimated $1.7M and leaving 7,225 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Kestra Advisory Services first reported a position in ATO in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.09M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Kestra Advisory Services held 7,225 shares of Atmos Energy worth $1.24M as of Q2 2026.
  • Kestra Advisory Services sold 9,500 Atmos Energy shares in Q2 2026, an estimated $1.7M.
  • Atmos Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1673 holding.
  • Kestra Advisory Services first reported a position in Atmos Energy in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Atmos Energy position peaked at $3.09M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.