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Regent Peak Wealth Advisors’s Atmos Energy ATO Stock Holding History

Regent Peak Wealth 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 		$208K Buy
1,208
+38
+3% +$6.8K 0.04% 208
2026
Q1 		$216K Buy
+1,170
New +$207K 0.04% 189
2021
Q1 		– Sell
-1,048
Closed -$100K – 212
2020
Q4 		$100K Buy
+1,048
New +$101K 0.03% 223

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Regent Peak Wealth Advisors's ATO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Atmos Energy (ATO) stake by 3.2% in Q2 2026, buying an estimated $6.8K and bringing the position to 1,208 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #208.

Regent Peak Wealth Advisors first reported a position in ATO in Q4 2020 and has held it in 3 quarters since. The position peaked at $216K in Q1 2026. 153 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,208 shares of Atmos Energy worth $208K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 38 Atmos Energy shares in Q2 2026, an estimated $6.8K.
  • Atmos Energy made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • Regent Peak Wealth Advisors first reported a position in Atmos Energy in Q4 2020 and has held it in 3 quarters since.
  • Regent Peak Wealth Advisors's Atmos Energy position peaked at $216K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.