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Portside Wealth Group’s Atmos Energy ATO Stock Holding History

Portside Wealth Group’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 		$721K Buy
4,184
+2,126
+103% +$381K 0.08% 236
2026
Q1 		$380K Sell
2,058
-455
-18% -$80.4K 0.05% 320
2025
Q4 		$421K Sell
2,513
-225
-8% -$38.9K 0.06% 293
2025
Q3 		$468K Sell
2,738
-71
-3% -$11.5K 0.06% 268
2025
Q2 		$433K Buy
2,809
+91
+3% +$14.1K 0.06% 269
2025
Q1 		$420K Buy
2,718
+142
+6% +$20.7K 0.07% 253
2024
Q4 		$359K Buy
2,576
+159
+7% +$22.6K 0.06% 284
2024
Q3 		$335K Sell
2,417
-12
-0.5% -$1.54K 0.06% 289
2024
Q2 		$283K Buy
2,429
+24
+1% +$2.8K 0.05% 284
2024
Q1 		$286K Sell
2,405
-57
-2% -$6.54K 0.05% 284
2023
Q4 		$285K Buy
2,462
+91
+4% +$10.2K 0.05% 276
2023
Q3 		$249K Buy
2,371
+70
+3% +$8.17K 0.05% 278
2023
Q2 		$268K Buy
+2,301
New +$266K 0.05% 277

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

Portside Wealth Group's ATO Position: Q2 2026 in Review

Portside Wealth Group increased its Atmos Energy (ATO) stake by 103% in Q2 2026, buying an estimated $381K and bringing the position to 4,184 shares worth $721K. The position accounts for 0.08% of the portfolio, ranked #236.

Portside Wealth Group first reported a position in ATO in Q2 2023 and has held it in 13 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Portside Wealth Group held 4,184 shares of Atmos Energy worth $721K as of Q2 2026.
  • Portside Wealth Group bought 2,126 Atmos Energy shares in Q2 2026, an estimated $381K.
  • Atmos Energy made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #236 holding.
  • Portside Wealth Group first reported a position in Atmos Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.