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Kovack Advisors’s Atmos Energy ATO Stock Holding History

Kovack 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 		– Sell
-8,465
Closed -$1.56M – 1076
2026
Q1 		$1.56M Sell
8,465
-209
-2% -$36.9K 0.08% 235
2025
Q4 		$1.45M Buy
+8,674
New +$1.5M 0.07% 270
2022
Q3 		– Sell
-6,848
Closed -$768K – 573
2022
Q2 		$768K Sell
6,848
-1,989
-23% -$228K 0.1% 215
2022
Q1 		$1.05M Buy
+8,837
New +$965K 0.11% 203
2020
Q2 		– Sell
-3,117
Closed -$309K – 502
2020
Q1 		$309K Buy
+3,117
New +$343K 0.07% 281

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kovack Advisors's ATO Position: Q2 2026 in Review

Kovack Advisors sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 8,465 shares — an estimated $1.56M sold.

Kovack Advisors first reported a position in ATO in Q1 2020 and held it in 5 quarters. The position peaked at $1.56M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Kovack Advisors reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Kovack Advisors sold 8,465 Atmos Energy shares in Q2 2026, an estimated $1.56M.
  • Kovack Advisors first reported a position in Atmos Energy in Q1 2020 and held it in 5 quarters.
  • Kovack Advisors's Atmos Energy position peaked at $1.56M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.