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 Q3	$285K	Sell	1,823 -192	-10%	-$32.6K	﹤0.01%	1176
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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Perigon Wealth Management's ATO Position: Q3 2026 in Review

Perigon Wealth Management reduced its Atmos Energy (ATO) stake by 9.5% in Q3 2026, selling an estimated $32.6K and leaving 1,823 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Perigon Wealth Management first reported a position in ATO in Q4 2020 and has held it in 6 quarters since. The position peaked at $347K in Q2 2026. 238 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

Perigon Wealth Management held 1,823 shares of Atmos Energy worth $285K as of Q3 2026.
Perigon Wealth Management sold 192 Atmos Energy shares in Q3 2026, an estimated $32.6K.
Atmos Energy made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1176 holding.
Perigon Wealth Management first reported a position in Atmos Energy in Q4 2020 and has held it in 6 quarters since.
Perigon Wealth Management's Atmos Energy position peaked at $347K in Q2 2026.
238 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.