Pin Oak Investment Advisors’s Atmos Energy ATO Stock Holding History

Pin Oak Investment Advisors’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	–	Sell	-149	Closed	-$28K	–	565
2026 Q1	$28K	Sell	149 -61	-29%	-$10.8K	0.02%	265
2025 Q4	$36K	Hold	210	–	–	0.03%	246
2025 Q3	$35.9K	Hold	210	–	–	0.03%	237
2025 Q2	$32K	Hold	210	–	–	0.03%	232
2025 Q1	$32K	Hold	210	–	–	0.02%	224
2024 Q4	$29K	Hold	210	–	–	0.03%	234
2024 Q3	$29K	Hold	210	–	–	0.03%	234
2024 Q2	$24K	Hold	210	–	–	0.02%	238
2024 Q1	$25K	Hold	210	–	–	0.02%	242
2023 Q4	$24K	Hold	210	–	–	0.02%	241
2023 Q3	$22K	Hold	210	–	–	0.02%	238
2023 Q2	$24K	Hold	210	–	–	0.03%	229
2023 Q1	$24K	Hold	210	–	–	0.03%	215
2022 Q4	$24K	Hold	210	–	–	0.03%	203
2022 Q3	$21K	Hold	210	–	–	0.03%	210
2022 Q2	$24K	Sell	210 -180	-46%	-$20.6K	0.03%	212
2022 Q1	$47K	Buy	390 +210	+117%	+$22.9K	0.05%	158
2021 Q4	$19K	Hold	180	–	–	0.02%	260
2021 Q3	$16K	Hold	180	–	–	0.02%	266
2021 Q2	$17K	Hold	180	–	–	0.02%	255
2021 Q1	$18K	Hold	180	–	–	0.02%	258
2020 Q4	$17K	Buy	+180	New	+$17.4K	0.01%	280

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pin Oak Investment Advisors's ATO Position: Q2 2026 in Review

Pin Oak Investment Advisors sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 149 shares — an estimated $28K sold.

Pin Oak Investment Advisors first reported a position in ATO in Q4 2020 and held it in 22 quarters. The position peaked at $47K in Q1 2022. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Pin Oak Investment Advisors reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
Pin Oak Investment Advisors sold 149 Atmos Energy shares in Q2 2026, an estimated $28K.
Pin Oak Investment Advisors first reported a position in Atmos Energy in Q4 2020 and held it in 22 quarters.
Pin Oak Investment Advisors's Atmos Energy position peaked at $47K in Q1 2022.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.