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Mascoma Wealth Management’s Atmos Energy ATO Stock Holding History

Mascoma 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
Q3 		– Sell
-10
Closed -$1.72K – 564
2026
Q2 		$1.72K Hold
10
– – ﹤0.01% 470
2026
Q1 		$1.85K Buy
+10
New +$1.77K ﹤0.01% 436

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New York State Teachers Retirement System (NYSTRS)
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AMF Tjänstepension
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Wealth Enhancement Advisory Services
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AssetMark Inc
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Mather Group
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ASR Vermogensbeheer
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Mascoma Wealth Management's ATO Position: Q3 2026 in Review

Mascoma Wealth Management sold out of Atmos Energy (ATO) in Q3 2026, closing a stake of 10 shares — an estimated $1.72K sold.

Mascoma Wealth Management first reported a position in ATO in Q1 2026 and held it in 2 quarters. The position peaked at $1.85K in Q1 2026. 238 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Mascoma Wealth Management reported no remaining Atmos Energy position as of Q3 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 10 Atmos Energy shares in Q3 2026, an estimated $1.72K.
  • Mascoma Wealth Management first reported a position in Atmos Energy in Q1 2026 and held it in 2 quarters.
  • Mascoma Wealth Management's Atmos Energy position peaked at $1.85K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.