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ORG Wealth Partners’s Atmos Energy ATO Stock Holding History

ORG Wealth Partners’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 		$694K Sell
4,030
-1,318
-25% -$236K 0.1% 113
2026
Q1 		$988K Buy
5,348
+516
+11% +$91.2K 0.19% 71
2025
Q4 		$810K Buy
4,832
+676
+16% +$117K 0.19% 80
2025
Q3 		$710K Sell
4,156
-391
-9% -$63.1K 0.15% 91
2025
Q2 		$699K Buy
4,547
+15
+0.3% +$2.33K 0.17% 87
2025
Q1 		$702K Buy
4,532
+51
+1% +$7.44K 0.22% 86
2024
Q4 		$624K Buy
4,481
+2,507
+127% +$357K 0.19% 49
2024
Q3 		$274K Buy
+1,974
New +$254K 0.09% 101

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

ORG Wealth Partners's ATO Position: Q2 2026 in Review

ORG Wealth Partners reduced its Atmos Energy (ATO) stake by 25% in Q2 2026, selling an estimated $236K and leaving 4,030 shares worth $694K. The position accounts for 0.1% of the portfolio, ranked #113.

ORG Wealth Partners first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. The position peaked at $988K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • ORG Wealth Partners held 4,030 shares of Atmos Energy worth $694K as of Q2 2026.
  • ORG Wealth Partners sold 1,318 Atmos Energy shares in Q2 2026, an estimated $236K.
  • Atmos Energy made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • ORG Wealth Partners first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
  • ORG Wealth Partners's Atmos Energy position peaked at $988K in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.