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Mount Yale Investment Advisors’s Atmos Energy ATO Stock Holding History

Mount Yale Investment 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 		$833K Buy
4,837
+1,947
+67% +$349K 0.02% 633
2026
Q1 		$534K Buy
+2,890
New +$511K 0.01% 697
2025
Q3 		– Sell
-27
Closed -$4.16K – 740
2025
Q2 		$4.16K Buy
+27
New +$4.19K ﹤0.01% 1255

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's ATO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Atmos Energy (ATO) stake by 67% in Q2 2026, buying an estimated $349K and bringing the position to 4,837 shares worth $833K. The position accounts for 0.02% of the portfolio, ranked #633.

Mount Yale Investment Advisors first reported a position in ATO in Q2 2025 and has held it in 3 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Mount Yale Investment Advisors held 4,837 shares of Atmos Energy worth $833K as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,947 Atmos Energy shares in Q2 2026, an estimated $349K.
  • Atmos Energy made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #633 holding.
  • Mount Yale Investment Advisors first reported a position in Atmos Energy in Q2 2025 and has held it in 3 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.