SeaCrest Wealth Management’s Atmos Energy ATO Stock Holding History

SeaCrest 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	$222K	Sell	1,287 -16	-1%	-$2.87K	0.02%	500
2026 Q1	$241K	Sell	1,303 -9	-0.7%	-$1.59K	0.03%	535
2025 Q4	$218K	Buy	1,312 +48	+4%	+$8.3K	0.02%	568
2025 Q3	$222K	Buy	+1,264	New	+$204K	0.02%	560
2025 Q2	–	Sell	-1,352	Closed	-$209K	–	622
2025 Q1	$209K	Sell	1,352 -237	-15%	-$34.6K	0.02%	606
2024 Q4	$221K	Sell	1,589 -6	-0.4%	-$853	0.02%	592
2024 Q3	$221K	Buy	+1,595	New	+$205K	0.02%	586
2022 Q3	–	Sell	-1,401	Closed	-$157K	–	688
2022 Q2	$157K	Buy	+1,401	New	+$161K	0.02%	695
2018 Q4	–	Sell	-400	Closed	-$38K	–	2143
2018 Q3	$38K	Hold	400	–	–	0.01%	1111
2018 Q2	$36K	Sell	400 -144	-26%	-$12.5K	0.01%	1113
2018 Q1	$46K	Hold	544	–	–	0.01%	986
2017 Q4	$47K	Buy	+544	New	+$47.8K	0.01%	982

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

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

SeaCrest Wealth Management reduced its Atmos Energy (ATO) stake by 1.2% in Q2 2026, selling an estimated $2.87K and leaving 1,287 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #500.

SeaCrest Wealth Management first reported a position in ATO in Q4 2017 and has held it in 12 quarters since. The position peaked at $241K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

SeaCrest Wealth Management held 1,287 shares of Atmos Energy worth $222K as of Q2 2026.
SeaCrest Wealth Management sold 16 Atmos Energy shares in Q2 2026, an estimated $2.87K.
Atmos Energy made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #500 holding.
SeaCrest Wealth Management first reported a position in Atmos Energy in Q4 2017 and has held it in 12 quarters since.
SeaCrest Wealth Management's Atmos Energy position peaked at $241K in Q1 2026.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.