Physician Wealth Advisors’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.96K Buy
23
+5
+28% +$895 ﹤0.01% 1199
2026
Q1
$3.33K Hold
18
﹤0.01% 1140
2025
Q4
$3.02K Buy
18
+6
+50% +$1.04K ﹤0.01% 1132
2025
Q3
$2.05K Buy
+12
New +$1.94K ﹤0.01% 1213

Other funds holding ATO

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

Physician Wealth Advisors increased its Atmos Energy (ATO) stake by 28% in Q2 2026, buying an estimated $895 and bringing the position to 23 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Physician Wealth Advisors first reported a position in ATO in Q3 2025 and has held it in 4 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Physician Wealth Advisors held 23 shares of Atmos Energy worth $3.96K as of Q2 2026.
  • Physician Wealth Advisors bought 5 Atmos Energy shares in Q2 2026, an estimated $895.
  • Atmos Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1199 holding.
  • Physician Wealth Advisors first reported a position in Atmos Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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