Smith Shellnut Wilson’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $290K | Hold |
1,686
| – | – | 0.11% | 125 |
|
|
2026
Q1 | $311K | Sell |
1,686
-54
| -3% | -$9.54K | 0.14% | 110 |
|
|
2025
Q4 | $292K | Sell |
1,740
-228
| -12% | -$39.4K | 0.11% | 119 |
|
|
2025
Q3 | $336K | Hold |
1,968
| – | – | 0.13% | 103 |
|
|
2025
Q2 | $303K | Hold |
1,968
| – | – | 0.13% | 106 |
|
|
2025
Q1 | $304K | Buy |
1,968
+81
| +4% | +$11.8K | 0.14% | 108 |
|
|
2024
Q4 | $263K | Sell |
1,887
-111
| -6% | -$15.8K | 0.12% | 121 |
|
|
2024
Q3 | $277K | Hold |
1,998
| – | – | 0.13% | 116 |
|
|
2024
Q2 | $233K | Hold |
1,998
| – | – | 0.11% | 127 |
|
|
2024
Q1 | $238K | Hold |
1,998
| – | – | 0.13% | 116 |
|
|
2023
Q4 | $232K | Sell |
1,998
-851
| -30% | -$95.1K | 0.13% | 116 |
|
|
2023
Q3 | $302K | Hold |
2,849
| – | – | 0.18% | 96 |
|
|
2023
Q2 | $331K | Sell |
2,849
-25
| -0.9% | -$2.89K | 0.19% | 93 |
|
|
2023
Q1 | $323K | Hold |
2,874
| – | – | 0.2% | 89 |
|
|
2022
Q4 | $322K | Sell |
2,874
-3
| -0.1% | -$330 | 0.2% | 93 |
|
|
2022
Q3 | $293K | Buy |
2,877
+157
| +6% | +$18K | 0.19% | 92 |
|
|
2022
Q2 | $305K | Sell |
2,720
-245
| -8% | -$28.1K | 0.19% | 97 |
|
|
2022
Q1 | $354K | Sell |
2,965
-16
| -0.5% | -$1.75K | 0.19% | 96 |
|
|
2021
Q4 | $312K | Buy |
2,981
+92
| +3% | +$8.72K | 0.15% | 115 |
|
|
2021
Q3 | $255K | Buy |
2,889
+47
| +2% | +$4.54K | 0.15% | 124 |
|
|
2021
Q2 | $273K | Hold |
2,842
| – | – | 0.16% | 116 |
|
|
2021
Q1 | $281K | Buy |
2,842
+171
| +6% | +$15.6K | 0.17% | 105 |
|
|
2020
Q4 | $255K | Sell |
2,671
-156
| -6% | -$15K | 0.15% | 109 |
|
|
2020
Q3 | $270K | Hold |
2,827
| – | – | 0.1% | 101 |
|
|
2020
Q2 | $282K | Sell |
2,827
-88
| -3% | -$8.88K | 0.2% | 85 |
|
|
2020
Q1 | $289K | Buy |
2,915
+84
| +3% | +$9.24K | 0.24% | 76 |
|
|
2019
Q4 | $317K | Hold |
2,831
| – | – | 0.21% | 93 |
|
|
2019
Q3 | $322K | Sell |
2,831
-326
| -10% | -$35.6K | 0.24% | 82 |
|
|
2019
Q2 | $333K | Sell |
3,157
-141
| -4% | -$14.4K | 0.25% | 73 |
|
|
2019
Q1 | $339K | Buy |
3,298
+43
| +1% | +$4.19K | 0.27% | 72 |
|
|
2018
Q4 | $302K | Sell |
3,255
-43
| -1% | -$4.11K | 0.32% | 63 |
|
|
2018
Q3 | $310K | Buy |
+3,298
| New | +$304K | 0.28% | 71 |
|
|
2018
Q1 | $278K | Buy |
+3,298
| New | +$269K | 0.24% | 74 |
|
Other funds holding ATO
Smith Shellnut Wilson's ATO Position: Q2 2026 in Review
Smith Shellnut Wilson held its Atmos Energy (ATO) position steady in Q2 2026 at 1,686 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #125.
Smith Shellnut Wilson first reported a position in ATO in Q1 2018 and has held it in 33 quarters since. The position peaked at $354K in Q1 2022. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.
- Smith Shellnut Wilson held 1,686 shares of Atmos Energy worth $290K as of Q2 2026.
- Smith Shellnut Wilson left its Atmos Energy share count unchanged in Q2 2026.
- Atmos Energy made up 0.11% of Smith Shellnut Wilson's portfolio in Q2 2026, its #125 holding.
- Smith Shellnut Wilson first reported a position in Atmos Energy in Q1 2018 and has held it in 33 quarters since.
- Smith Shellnut Wilson's Atmos Energy position peaked at $354K in Q1 2022.
- 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.
Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.