Principia Wealth Advisory’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
Other funds holding ATO
Principia Wealth Advisory's ATO Position: Q2 2026 in Review
Principia Wealth Advisory increased its Atmos Energy (ATO) stake by 30% in Q2 2026, buying an estimated $537 and bringing the position to 13 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #558.
Principia Wealth Advisory first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.
- Principia Wealth Advisory held 13 shares of Atmos Energy worth $2.24K as of Q2 2026.
- Principia Wealth Advisory bought 3 Atmos Energy shares in Q2 2026, an estimated $537.
- Atmos Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #558 holding.
- Principia Wealth Advisory first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
- 1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.