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Revisor Wealth Management’s Atmos Energy ATO Stock Holding History

Revisor Wealth 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 		$626K Buy
3,632
+116
+3% +$20.8K 0.15% 157
2026
Q1 		$646K Buy
3,516
+768
+28% +$136K 0.18% 137
2025
Q4 		$453K Sell
2,748
-77
-3% -$13.3K 0.12% 176
2025
Q3 		$492K Sell
2,825
-428
-13% -$69.1K 0.17% 131
2025
Q2 		$502K Buy
3,253
+37
+1% +$5.75K 0.18% 135
2025
Q1 		$497K Buy
3,216
+1,256
+64% +$183K 0.22% 107
2024
Q4 		$274K Sell
1,960
-847
-30% -$120K 0.25% 80
2024
Q3 		$389K Sell
2,807
-45
-2% -$5.78K 0.24% 101
2024
Q2 		$333K Sell
2,852
-2,047
-42% -$239K 0.23% 101
2024
Q1 		$575K Buy
4,899
+2,741
+127% +$314K 0.26% 101
2023
Q4 		$250K Sell
2,158
-487
-18% -$54.4K 0.29% 100
2023
Q3 		$280K Buy
2,645
+273
+12% +$31.9K 0.24% 113
2023
Q2 		$276K Sell
2,372
-32
-1% -$3.7K 0.25% 120
2023
Q1 		$270K Buy
+2,404
New +$273K 0.25% 122

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

Revisor Wealth Management's ATO Position: Q2 2026 in Review

Revisor Wealth Management increased its Atmos Energy (ATO) stake by 3.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 3,632 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #157.

Revisor Wealth Management first reported a position in ATO in Q1 2023 and has held it in 14 quarters since. The position peaked at $646K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Revisor Wealth Management held 3,632 shares of Atmos Energy worth $626K as of Q2 2026.
  • Revisor Wealth Management bought 116 Atmos Energy shares in Q2 2026, an estimated $20.8K.
  • Atmos Energy made up 0.15% of Revisor Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Revisor Wealth Management first reported a position in Atmos Energy in Q1 2023 and has held it in 14 quarters since.
  • Revisor Wealth Management's Atmos Energy position peaked at $646K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.