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Nicholson Wealth Management Group’s Atmos Energy ATO Stock Holding History

Nicholson Wealth Management Group’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 		$1.97M Sell
11,414
-272
-2% -$48.7K 1.16% 35
2026
Q1 		$2.16M Buy
11,686
+199
+2% +$35.2K 1.26% 18
2025
Q4 		$1.93M Sell
11,487
-333
-3% -$57.6K 1.13% 27
2025
Q3 		$2.02M Buy
11,820
+77
+0.7% +$12.4K 1.18% 18
2025
Q2 		$1.81M Buy
11,743
+21
+0.2% +$3.26K 1.12% 28
2025
Q1 		$1.81M Buy
11,722
+157
+1% +$22.9K 1.19% 20
2024
Q4 		$1.61M Buy
11,565
+250
+2% +$35.6K 1.08% 26
2024
Q3 		$1.57M Buy
+11,315
New +$1.45M 1.29% 17

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

Nicholson Wealth Management Group's ATO Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Atmos Energy (ATO) stake by 2.3% in Q2 2026, selling an estimated $48.7K and leaving 11,414 shares worth $1.97M. The position accounts for 1.16% of the portfolio, ranked #35.

Nicholson Wealth Management Group first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.16M in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Nicholson Wealth Management Group held 11,414 shares of Atmos Energy worth $1.97M as of Q2 2026.
  • Nicholson Wealth Management Group sold 272 Atmos Energy shares in Q2 2026, an estimated $48.7K.
  • Atmos Energy made up 1.16% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #35 holding.
  • Nicholson Wealth Management Group first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Atmos Energy position peaked at $2.16M in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.