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Sageworth Trust’s Atmos Energy ATO Stock Holding History

Sageworth Trust’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 		– Sell
-2,978
Closed -$550K – 135
2026
Q1 		$550K Buy
+2,978
New +$526K 0.02% 107
2025
Q4 		– Sell
-4,812
Closed -$822K – 152
2025
Q3 		$822K Buy
+4,812
New +$777K 0.04% 119
2019
Q2 		– Sell
-194
Closed -$20K – 180
2019
Q1 		$20K Buy
+194
New +$18.9K ﹤0.01% 140

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

Sageworth Trust's ATO Position: Q2 2026 in Review

Sageworth Trust sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 2,978 shares — an estimated $550K sold.

Sageworth Trust first reported a position in ATO in Q1 2019 and held it in 3 quarters. The position peaked at $822K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Sageworth Trust reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Sageworth Trust sold 2,978 Atmos Energy shares in Q2 2026, an estimated $550K.
  • Sageworth Trust first reported a position in Atmos Energy in Q1 2019 and held it in 3 quarters.
  • Sageworth Trust's Atmos Energy position peaked at $822K in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.