RIA Advisory Group’s Atmos Energy ATO Stock Holding History

RIA Advisory Group’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	$209K	Buy	1,211 +19	+2%	+$3.4K	0.05%	148
2026 Q1	$220K	Buy	+1,192	New	+$211K	0.05%	133
2025 Q4	–	Sell	-1,245	Closed	-$213K	–	146
2025 Q3	$213K	Buy	+1,245	New	+$201K	0.05%	141
2025 Q2	–	Sell	-6,084	Closed	-$940K	–	132
2025 Q1	$940K	Buy	+6,084	New	+$888K	0.31%	57

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

RIA Advisory Group's ATO Position: Q2 2026 in Review

RIA Advisory Group increased its Atmos Energy (ATO) stake by 1.6% in Q2 2026, buying an estimated $3.4K and bringing the position to 1,211 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #148.

RIA Advisory Group first reported a position in ATO in Q1 2025 and has held it in 4 quarters since. The position peaked at $940K in Q1 2025. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

RIA Advisory Group held 1,211 shares of Atmos Energy worth $209K as of Q2 2026.
RIA Advisory Group bought 19 Atmos Energy shares in Q2 2026, an estimated $3.4K.
Atmos Energy made up 0.05% of RIA Advisory Group's portfolio in Q2 2026, its #148 holding.
RIA Advisory Group first reported a position in Atmos Energy in Q1 2025 and has held it in 4 quarters since.
RIA Advisory Group's Atmos Energy position peaked at $940K in Q1 2025.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.