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Medallion Wealth Advisors’s Atmos Energy ATO Stock Holding History

Medallion Wealth 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 		$51.7K Hold
300
– – 0.02% 463
2026
Q1 		$55.4K Hold
300
– – 0.02% 457
2025
Q4 		$50.3K Hold
300
– – 0.02% 474
2025
Q3 		$51.2K Hold
300
– – 0.02% 464
2025
Q2 		$46.2K Hold
300
– – 0.02% 478
2025
Q1 		$46.4K Hold
300
– – 0.02% 440
2024
Q4 		$46.4K Buy
+300
New +$42.7K 0.02% 424

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

Medallion Wealth Advisors's ATO Position: Q2 2026 in Review

Medallion Wealth Advisors held its Atmos Energy (ATO) position steady in Q2 2026 at 300 shares worth $51.7K. The position accounts for 0.02% of the portfolio, ranked #463.

Medallion Wealth Advisors first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.4K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Medallion Wealth Advisors held 300 shares of Atmos Energy worth $51.7K as of Q2 2026.
  • Medallion Wealth Advisors left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #463 holding.
  • Medallion Wealth Advisors first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Atmos Energy position peaked at $55.4K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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