NovaPoint Capital’s Atmos Energy ATO Stock Holding History

NovaPoint Capital’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	$1.48M	Buy	+8,563	New	+$1.53M	0.31%	71
2025 Q4	–	Sell	-7,057	Closed	-$1.21M	–	84
2025 Q3	$1.21M	Buy	+7,057	New	+$1.14M	0.29%	72
2025 Q2	–	Sell	-5,997	Closed	-$927K	–	82
2025 Q1	$927K	Buy	+5,997	New	+$875K	0.29%	74
2024 Q4	–	Sell	-5,611	Closed	-$778K	–	130
2024 Q3	$778K	Buy	5,611 +529	+10%	+$68K	0.24%	79
2024 Q2	$593K	Buy	5,082 +354	+7%	+$41.3K	0.2%	81
2024 Q1	$562K	Sell	4,728 -1,493	-24%	-$171K	0.2%	81
2023 Q4	$721K	Sell	6,221 -1,334	-18%	-$149K	0.27%	74
2023 Q3	$800K	Sell	7,555 -480	-6%	-$56K	0.32%	74
2023 Q2	$935K	Buy	8,035 +50	+0.6%	+$5.79K	0.35%	71
2023 Q1	$897K	Buy	7,985 +1,567	+24%	+$178K	0.37%	71
2022 Q4	$719K	Buy	6,418 +466	+8%	+$51.3K	0.31%	72
2022 Q3	$606K	Buy	5,952 +860	+17%	+$98.5K	0.28%	78
2022 Q2	$571K	Buy	5,092 +2,964	+139%	+$340K	0.25%	83
2022 Q1	$254K	Sell	2,128 -12	-0.6%	-$1.31K	0.09%	120
2021 Q4	$224K	Buy	+2,140	New	+$203K	0.08%	132

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

NovaPoint Capital's ATO Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Atmos Energy (ATO) in Q2 2026: 8,563 shares worth $1.48M. The stake represents 0.31% of the portfolio and ranks #71 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in ATO as recently as Q3 2025.

NovaPoint Capital first reported a position in ATO in Q4 2021 and has held it in 15 quarters since. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

NovaPoint Capital held 8,563 shares of Atmos Energy worth $1.48M as of Q2 2026.
Atmos Energy was a new NovaPoint Capital position in Q2 2026.
Atmos Energy made up 0.31% of NovaPoint Capital's portfolio in Q2 2026, its #71 holding.
NovaPoint Capital first reported a position in Atmos Energy in Q4 2021 and has held it in 15 quarters since.
1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.