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Krilogy Financial’s Atmos Energy ATO Stock Holding History

Krilogy Financial’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 		$698K Buy
+4,049
New +$725K 0.02% 515
2018
Q4 		– Sell
-60
Closed -$6K – 177
2018
Q3 		$6K Buy
+60
New +$5.54K ﹤0.01% 589
2018
Q2 		– Sell
-60
Closed -$5K – 189
2018
Q1 		$5K Hold
60
– – ﹤0.01% 594
2017
Q4 		$5K Hold
60
– – ﹤0.01% 590
2017
Q3 		$5K Buy
+60
New +$5.17K ﹤0.01% 643

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

Krilogy Financial's ATO Position: Q2 2026 in Review

Krilogy Financial opened a new position in Atmos Energy (ATO) in Q2 2026: 4,049 shares worth $698K. The stake represents 0.02% of the portfolio and ranks #515 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in ATO as recently as Q3 2018.

Krilogy Financial first reported a position in ATO in Q3 2017 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Krilogy Financial held 4,049 shares of Atmos Energy worth $698K as of Q2 2026.
  • Atmos Energy was a new Krilogy Financial position in Q2 2026.
  • Atmos Energy made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #515 holding.
  • Krilogy Financial first reported a position in Atmos Energy in Q3 2017 and has held it in 5 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.