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Optimize Financial’s Atmos Energy ATO Stock Holding History

Optimize Financial’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 		$201K Sell
1,168
-4
-0.3% -$716 0.07% 286
2026
Q1 		$216K Sell
1,172
-365
-24% -$64.5K 0.11% 278
2025
Q4 		$258K Buy
1,537
+20
+1% +$3.46K 0.13% 300
2025
Q3 		$259K Sell
1,517
-159
-9% -$25.7K 0.13% 310
2025
Q2 		$258K Sell
1,676
-12
-0.7% -$1.86K 0.16% 174
2025
Q1 		$261K Buy
+1,688
New +$246K 0.1% 153

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

Optimize Financial's ATO Position: Q2 2026 in Review

Optimize Financial reduced its Atmos Energy (ATO) stake by 0.34% in Q2 2026, selling an estimated $716 and leaving 1,168 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #286.

Optimize Financial first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $261K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Optimize Financial held 1,168 shares of Atmos Energy worth $201K as of Q2 2026.
  • Optimize Financial sold 4 Atmos Energy shares in Q2 2026, an estimated $716.
  • Atmos Energy made up 0.07% of Optimize Financial's portfolio in Q2 2026, its #286 holding.
  • Optimize Financial first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Optimize Financial's Atmos Energy position peaked at $261K in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.