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Sagespring Wealth Partners’s Atmos Energy ATO Stock Holding History

Sagespring Wealth Partners’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 		$301K Sell
1,748
-69
-4% -$12.4K ﹤0.01% 688
2026
Q1 		$336K Sell
1,817
-478
-21% -$84.5K 0.01% 614
2025
Q4 		$385K Buy
2,295
+422
+23% +$73K 0.01% 546
2025
Q3 		$320K Sell
1,873
-159
-8% -$25.7K 0.01% 591
2025
Q2 		$313K Buy
+2,032
New +$316K 0.01% 567

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

Sagespring Wealth Partners's ATO Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Atmos Energy (ATO) stake by 3.8% in Q2 2026, selling an estimated $12.4K and leaving 1,748 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Sagespring Wealth Partners first reported a position in ATO in Q2 2025 and has held it in 5 quarters since. The position peaked at $385K in Q4 2025. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Sagespring Wealth Partners held 1,748 shares of Atmos Energy worth $301K as of Q2 2026.
  • Sagespring Wealth Partners sold 69 Atmos Energy shares in Q2 2026, an estimated $12.4K.
  • Atmos Energy made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #688 holding.
  • Sagespring Wealth Partners first reported a position in Atmos Energy in Q2 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Atmos Energy position peaked at $385K in Q4 2025.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.