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Opal Wealth Advisors’s Atmos Energy ATO Stock Holding History

Opal Wealth Advisors’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
-470
Closed -$86.9K – 256
2026
Q1 		$86.9K Buy
+470
New +$83.1K 0.02% 300
2025
Q3 		– Sell
-450
Closed -$69.3K – 223
2025
Q2 		$69.3K Buy
+450
New +$69.9K 0.02% 323
2024
Q3 		– Sell
-34
Closed -$3.96K – 262
2024
Q2 		$3.96K Buy
+34
New +$3.96K ﹤0.01% 842

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Opal Wealth Advisors's ATO Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 470 shares — an estimated $86.9K sold.

Opal Wealth Advisors first reported a position in ATO in Q2 2024 and held it in 3 quarters. The position peaked at $86.9K in Q1 2026. 141 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 470 Atmos Energy shares in Q2 2026, an estimated $86.9K.
  • Opal Wealth Advisors first reported a position in Atmos Energy in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Atmos Energy position peaked at $86.9K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.