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Prospera Financial Services’s Atmos Energy ATO Stock Holding History

Prospera Financial Services’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 		$2.95M Sell
17,117
-999
-6% -$179K 0.04% 408
2026
Q1 		$3.35M Buy
18,116
+183
+1% +$32.3K 0.05% 364
2025
Q4 		$3.01M Sell
17,933
-489
-3% -$84.5K 0.05% 370
2025
Q3 		$3.15M Buy
18,422
+298
+2% +$48.1K 0.05% 359
2025
Q2 		$2.79M Sell
18,124
-2,014
-10% -$313K 0.05% 368
2025
Q1 		$3.11M Sell
20,138
-221
-1% -$32.2K 0.07% 277
2024
Q4 		$2.84M Buy
20,359
+414
+2% +$58.9K 0.07% 296
2024
Q3 		$2.77M Buy
19,945
+157
+0.8% +$20.2K 0.07% 286
2024
Q2 		$2.31M Sell
19,788
-2,187
-10% -$255K 0.06% 307
2024
Q1 		$2.61M Sell
21,975
-935
-4% -$107K 0.08% 288
2023
Q4 		$2.66M Sell
22,910
-585
-2% -$65.4K 0.09% 262
2023
Q3 		$2.49M Buy
23,495
+4,303
+22% +$502K 0.1% 229
2023
Q2 		$2.23M Buy
19,192
+1,072
+6% +$124K 0.09% 251
2023
Q1 		$2.04M Buy
18,120
+13,385
+283% +$1.52M 0.08% 270
2022
Q4 		$531K Sell
4,735
-12,170
-72% -$1.34M 0.03% 516
2022
Q3 		$1.72M Buy
16,905
+574
+4% +$65.8K 0.09% 257
2022
Q2 		$1.83M Buy
16,331
+406
+3% +$46.5K 0.09% 254
2022
Q1 		$1.9M Buy
15,925
+1,485
+10% +$162K 0.08% 282
2021
Q4 		$1.51M Sell
14,440
-819
-5% -$77.6K 0.07% 323
2021
Q3 		$1.35M Buy
15,259
+474
+3% +$45.8K 0.07% 318
2021
Q2 		$1.42M Buy
14,785
+165
+1% +$16.5K 0.07% 313
2021
Q1 		$1.45M Sell
14,620
-694
-5% -$63.2K 0.09% 270
2020
Q4 		$1.46M Buy
15,314
+13,902
+985% +$1.34M 0.1% 229
2020
Q3 		$135K Sell
1,412
-8,158
-85% -$814K 0.05% 330
2020
Q2 		$953K Buy
+9,570
New +$965K 0.08% 240
2020
Q1 		– Sell
-11,464
Closed -$1.28M – 517
2019
Q4 		$1.28M Buy
+11,464
New +$1.26M 0.1% 227

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

Prospera Financial Services's ATO Position: Q2 2026 in Review

Prospera Financial Services reduced its Atmos Energy (ATO) stake by 5.5% in Q2 2026, selling an estimated $179K and leaving 17,117 shares worth $2.95M. The position accounts for 0.04% of the portfolio, ranked #408.

Prospera Financial Services first reported a position in ATO in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.35M in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Prospera Financial Services held 17,117 shares of Atmos Energy worth $2.95M as of Q2 2026.
  • Prospera Financial Services sold 999 Atmos Energy shares in Q2 2026, an estimated $179K.
  • Atmos Energy made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #408 holding.
  • Prospera Financial Services first reported a position in Atmos Energy in Q4 2019 and has held it in 26 quarters since.
  • Prospera Financial Services's Atmos Energy position peaked at $3.35M in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.