Private Wealth Asset Management’s Atmos Energy ATO Stock Holding History

Private Wealth Asset Management’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	$13.4K	Hold	78	–	–	﹤0.01%	659
2026 Q1	$14.4K	Sell	78 -1	-1%	-$177	﹤0.01%	623
2025 Q4	$13.2K	Hold	79	–	–	﹤0.01%	620
2025 Q3	$13.5K	Hold	79	–	–	﹤0.01%	585
2025 Q2	$12.2K	Sell	79 -11	-12%	-$1.71K	﹤0.01%	624
2025 Q1	$13.9K	Buy	+90	New	+$13.1K	﹤0.01%	569

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

Private Wealth Asset Management's ATO Position: Q2 2026 in Review

Private Wealth Asset Management held its Atmos Energy (ATO) position steady in Q2 2026 at 78 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Private Wealth Asset Management first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.4K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Private Wealth Asset Management held 78 shares of Atmos Energy worth $13.4K as of Q2 2026.
Private Wealth Asset Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #659 holding.
Private Wealth Asset Management first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Atmos Energy position peaked at $14.4K in Q1 2026.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.