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Premier Path Wealth Partners’s Atmos Energy ATO Stock Holding History

Premier Path Wealth Partners’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 		$285K Sell
1,657
-46
-3% -$8.24K 0.03% 365
2026
Q1 		$315K Sell
1,703
-13
-0.8% -$2.3K 0.04% 339
2025
Q4 		$288K Buy
1,716
+12
+0.7% +$2.08K 0.04% 333
2025
Q3 		$291K Sell
1,704
-46
-3% -$7.43K 0.04% 339
2025
Q2 		$270K Buy
1,750
+175
+11% +$27.2K 0.04% 341
2025
Q1 		$243K Buy
1,575
+106
+7% +$15.5K 0.04% 339
2024
Q4 		$205K Hold
1,469
– – 0.03% 363
2024
Q3 		$204K Buy
+1,469
New +$189K 0.03% 350

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

Premier Path Wealth Partners's ATO Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Atmos Energy (ATO) stake by 2.7% in Q2 2026, selling an estimated $8.24K and leaving 1,657 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #365.

Premier Path Wealth Partners first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. The position peaked at $315K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Premier Path Wealth Partners held 1,657 shares of Atmos Energy worth $285K as of Q2 2026.
  • Premier Path Wealth Partners sold 46 Atmos Energy shares in Q2 2026, an estimated $8.24K.
  • Atmos Energy made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #365 holding.
  • Premier Path Wealth Partners first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
  • Premier Path Wealth Partners's Atmos Energy position peaked at $315K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.