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Procyon Advisors’s Atmos Energy ATO Stock Holding History

Procyon 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 		$1.2M Sell
6,944
-119
-2% -$21.3K 0.05% 255
2026
Q1 		$1.3M Buy
7,063
+830
+13% +$147K 0.06% 242
2025
Q4 		$1.04M Buy
6,233
+1
+0% +$173 0.05% 265
2025
Q3 		$1.06M Buy
6,232
+1,105
+22% +$178K 0.06% 230
2025
Q2 		$790K Sell
5,127
-3,264
-39% -$507K 0.07% 213
2025
Q1 		$1.18M Buy
8,391
+3,690
+78% +$538K 0.07% 242
2024
Q4 		$655K Sell
4,701
-5
-0.1% -$711 0.04% 295
2024
Q3 		$653K Sell
4,706
-243
-5% -$31.2K 0.04% 290
2024
Q2 		$577K Sell
4,949
-458
-8% -$53.4K 0.04% 291
2024
Q1 		$643K Sell
5,407
-230
-4% -$26.4K 0.05% 288
2023
Q4 		$653K Buy
5,637
+639
+13% +$71.4K 0.06% 270
2023
Q3 		$529K Buy
4,998
+1,762
+54% +$206K 0.05% 287
2023
Q2 		$376K Buy
+3,236
New +$375K 0.05% 320

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

Procyon Advisors's ATO Position: Q2 2026 in Review

Procyon Advisors reduced its Atmos Energy (ATO) stake by 1.7% in Q2 2026, selling an estimated $21.3K and leaving 6,944 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #255.

Procyon Advisors first reported a position in ATO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.3M in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Procyon Advisors held 6,944 shares of Atmos Energy worth $1.2M as of Q2 2026.
  • Procyon Advisors sold 119 Atmos Energy shares in Q2 2026, an estimated $21.3K.
  • Atmos Energy made up 0.05% of Procyon Advisors's portfolio in Q2 2026, its #255 holding.
  • Procyon Advisors first reported a position in Atmos Energy in Q2 2023 and has held it in 13 quarters since.
  • Procyon Advisors's Atmos Energy position peaked at $1.3M in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.