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SHP Wealth Management’s Atmos Energy ATO Stock Holding History

SHP 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 		$19.8K Sell
115
-84
-42% -$15K ﹤0.01% 785
2026
Q1 		$36.8K Buy
199
+98
+97% +$17.3K ﹤0.01% 569
2025
Q4 		$16.9K Buy
+101
New +$17.5K ﹤0.01% 722

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Atmos Energy (ATO) stake by 42% in Q2 2026, selling an estimated $15K and leaving 115 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

SHP Wealth Management first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.8K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • SHP Wealth Management held 115 shares of Atmos Energy worth $19.8K as of Q2 2026.
  • SHP Wealth Management sold 84 Atmos Energy shares in Q2 2026, an estimated $15K.
  • Atmos Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #785 holding.
  • SHP Wealth Management first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Atmos Energy position peaked at $36.8K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.