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Lifeworks Advisors’s Atmos Energy ATO Stock Holding History

Lifeworks 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 		$308K Sell
1,787
-132
-7% -$23.6K 0.03% 272
2026
Q1 		$354K Buy
+1,919
New +$339K 0.05% 231

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

Lifeworks Advisors's ATO Position: Q2 2026 in Review

Lifeworks Advisors reduced its Atmos Energy (ATO) stake by 6.9% in Q2 2026, selling an estimated $23.6K and leaving 1,787 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #272.

Lifeworks Advisors first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. The position peaked at $354K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Lifeworks Advisors held 1,787 shares of Atmos Energy worth $308K as of Q2 2026.
  • Lifeworks Advisors sold 132 Atmos Energy shares in Q2 2026, an estimated $23.6K.
  • Atmos Energy made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #272 holding.
  • Lifeworks Advisors first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • Lifeworks Advisors's Atmos Energy position peaked at $354K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.