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One Wealth Capital Management’s Atmos Energy ATO Stock Holding History

One Wealth Capital Management’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
-1,213
Closed -$227K – 230
2026
Q1 		$227K Sell
1,213
-883
-42% -$156K 0.1% 110
2025
Q4 		$351K Buy
2,096
+351
+20% +$60.7K 0.15% 87
2025
Q3 		$298K Buy
1,745
+138
+9% +$22.3K 0.13% 88
2025
Q2 		$248K Sell
1,607
-88
-5% -$13.7K 0.12% 92
2025
Q1 		$262K Buy
1,695
+155
+10% +$22.6K 0.14% 84
2024
Q4 		$214K Buy
+1,540
New +$219K 0.11% 103

Other funds holding ATO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

One Wealth Capital Management's ATO Position: Q2 2026 in Review

One Wealth Capital Management sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,213 shares — an estimated $227K sold.

One Wealth Capital Management first reported a position in ATO in Q4 2024 and held it in 6 quarters. The position peaked at $351K in Q4 2025. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • One Wealth Capital Management reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • One Wealth Capital Management sold 1,213 Atmos Energy shares in Q2 2026, an estimated $227K.
  • One Wealth Capital Management first reported a position in Atmos Energy in Q4 2024 and held it in 6 quarters.
  • One Wealth Capital Management's Atmos Energy position peaked at $351K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.