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Networth Advisors’s Atmos Energy ATO Stock Holding History

Networth 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 		$5.68K Sell
33
-3
-8% -$537 ﹤0.01% 218
2026
Q1 		$6.65K Buy
36
+10
+38% +$1.77K ﹤0.01% 220
2025
Q4 		$4.36K Buy
+26
New +$4.5K ﹤0.01% 204

Other funds holding ATO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Networth Advisors's ATO Position: Q2 2026 in Review

Networth Advisors reduced its Atmos Energy (ATO) stake by 8.3% in Q2 2026, selling an estimated $537 and leaving 33 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Networth Advisors first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.65K in Q1 2026. 508 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Networth Advisors held 33 shares of Atmos Energy worth $5.68K as of Q2 2026.
  • Networth Advisors sold 3 Atmos Energy shares in Q2 2026, an estimated $537.
  • Atmos Energy made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #218 holding.
  • Networth Advisors first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Atmos Energy position peaked at $6.65K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.