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Nvest Wealth Strategies’s Atmos Energy ATO Stock Holding History

Nvest Wealth Strategies’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 		– Sell
-3
Closed -$555 – 359
2026
Q1 		$555 Buy
+3
New +$530 ﹤0.01% 271

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Massachusetts Financial Services
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Pictet Asset Management
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PL
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PNC Financial Services Group
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nvest Wealth Strategies's ATO Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 3 shares — an estimated $555 sold.

Nvest Wealth Strategies first reported a position in ATO in Q1 2026 and held it in 1 quarter. The position peaked at $555 in Q1 2026. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 3 Atmos Energy shares in Q2 2026, an estimated $555.
  • Nvest Wealth Strategies first reported a position in Atmos Energy in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Atmos Energy position peaked at $555 in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.