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NewEdge Wealth’s Atmos Energy ATO Stock Holding History

NewEdge Wealth’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 		$568K Buy
3,300
+1,209
+58% +$217K 0.01% 822
2026
Q1 		$386K Sell
2,091
-1,207
-37% -$213K ﹤0.01% 893
2025
Q4 		$553K Buy
3,298
+1,265
+62% +$219K 0.01% 803
2025
Q3 		$351K Sell
2,033
-248
-11% -$40K 0.01% 836
2025
Q2 		$371K Buy
2,281
+519
+29% +$80.6K 0.01% 778
2025
Q1 		$272K Buy
1,762
+74
+4% +$10.8K ﹤0.01% 794
2024
Q4 		$235K Sell
1,688
-130
-7% -$18.5K ﹤0.01% 840
2024
Q3 		$252K Buy
1,818
+39
+2% +$5.01K ﹤0.01% 773
2024
Q2 		$208K Sell
1,779
-123
-6% -$14.3K ﹤0.01% 724
2024
Q1 		$226K Buy
+1,902
New +$218K 0.01% 737

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

NewEdge Wealth's ATO Position: Q2 2026 in Review

NewEdge Wealth increased its Atmos Energy (ATO) stake by 58% in Q2 2026, buying an estimated $217K and bringing the position to 3,300 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #822.

NewEdge Wealth first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • NewEdge Wealth held 3,300 shares of Atmos Energy worth $568K as of Q2 2026.
  • NewEdge Wealth bought 1,209 Atmos Energy shares in Q2 2026, an estimated $217K.
  • Atmos Energy made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #822 holding.
  • NewEdge Wealth first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.