NewEdge Advisors’s Atmos Energy ATO Stock Holding History

NewEdge 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	$2.65M	Buy	15,376 +5,924	+63%	+$1.06M	0.01%	1074
2026 Q1	$1.75M	Sell	9,452 -942	-9%	-$166K	0.01%	1183
2025 Q4	$1.74M	Sell	10,394 -165	-2%	-$28.5K	0.01%	1147
2025 Q3	$1.8M	Buy	10,559 +648	+7%	+$105K	0.01%	1074
2025 Q2	$1.53M	Buy	9,911 +96	+1%	+$14.9K	0.01%	1064
2025 Q1	$1.52M	Buy	9,815 +2,703	+38%	+$394K	0.01%	981
2024 Q4	$991K	Sell	7,112 -132	-2%	-$18.8K	0.01%	1168
2024 Q3	$1M	Sell	7,244 -1,135	-14%	-$146K	0.01%	1104
2024 Q2	$977K	Sell	8,379 -882	-10%	-$103K	0.01%	1081
2024 Q1	$1.1M	Buy	9,261 +276	+3%	+$31.7K	0.01%	960
2023 Q4	$1.03M	Buy	8,985 +1,865	+26%	+$208K	0.01%	918
2023 Q3	$754K	Sell	7,120 -2,219	-24%	-$259K	0.01%	990
2023 Q2	$1.09M	Buy	9,339 +270	+3%	+$31.2K	0.01%	826
2023 Q1	$1.03M	Buy	9,069 +1,094	+14%	+$124K	0.01%	772
2022 Q4	$569K	Buy	7,975 +3,578	+81%	+$394K	0.02%	725
2022 Q3	$448K	Sell	4,397 -700	-14%	-$80.2K	0.01%	1015
2022 Q2	$571K	Buy	+5,097	New	+$584K	0.01%	925
2022 Q1	–	Sell	-5,660	Closed	-$593K	–	1182
2021 Q4	$593K	Buy	+5,660	New	+$536K	0.01%	989
2017 Q3	–	Sell	-500	Closed	-$41.7K	–	415
2017 Q2	$41.7K	Buy	+500	New	+$41K	0.01%	570

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's ATO Position: Q2 2026 in Review

NewEdge Advisors increased its Atmos Energy (ATO) stake by 63% in Q2 2026, buying an estimated $1.06M and bringing the position to 15,376 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #1074.

NewEdge Advisors first reported a position in ATO in Q2 2017 and has held it in 19 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

NewEdge Advisors held 15,376 shares of Atmos Energy worth $2.65M as of Q2 2026.
NewEdge Advisors bought 5,924 Atmos Energy shares in Q2 2026, an estimated $1.06M.
Atmos Energy made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1074 holding.
NewEdge Advisors first reported a position in Atmos Energy in Q2 2017 and has held it in 19 quarters since.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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