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Perigon Wealth Management’s Atmos Energy ATO Stock Holding History

Perigon Wealth 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 		$347K Buy
2,015
+345
+21% +$61.8K 0.01% 1040
2026
Q1 		$308K Buy
1,670
+470
+39% +$83.1K 0.01% 1007
2025
Q4 		$201K Sell
1,200
-35
-3% -$6.05K ﹤0.01% 1248
2025
Q3 		$211K Buy
+1,235
New +$199K ﹤0.01% 1139
2021
Q1 		– Sell
-554
Closed -$53K – 526
2020
Q4 		$53K Buy
+554
New +$53.4K 0.01% 729

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

Perigon Wealth Management's ATO Position: Q2 2026 in Review

Perigon Wealth Management increased its Atmos Energy (ATO) stake by 21% in Q2 2026, buying an estimated $61.8K and bringing the position to 2,015 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1040.

Perigon Wealth Management first reported a position in ATO in Q4 2020 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Perigon Wealth Management held 2,015 shares of Atmos Energy worth $347K as of Q2 2026.
  • Perigon Wealth Management bought 345 Atmos Energy shares in Q2 2026, an estimated $61.8K.
  • Atmos Energy made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1040 holding.
  • Perigon Wealth Management first reported a position in Atmos Energy in Q4 2020 and has held it in 5 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.