Sound Income Strategies’s Atmos Energy ATO Stock Holding History

Sound Income Strategies’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	-303	Closed	-$56.2K	–	613
2026 Q1	$56.2K	Buy	303 +230	+315%	+$40.6K	﹤0.01%	779
2025 Q4	$12.5K	Buy	73 +18	+33%	+$3.11K	﹤0.01%	1348
2025 Q3	$9.62K	Hold	55	–	–	﹤0.01%	1017
2025 Q2	$8.48K	Hold	55	–	–	﹤0.01%	976
2025 Q1	$8.5K	Hold	55	–	–	﹤0.01%	945
2024 Q4	$7.66K	Hold	55	–	–	﹤0.01%	904
2024 Q3	$7.63K	Hold	55	–	–	﹤0.01%	856
2024 Q2	$6.42K	Hold	55	–	–	﹤0.01%	884
2024 Q1	$6.54K	Hold	55	–	–	﹤0.01%	859
2023 Q4	$6.38K	Hold	55	–	–	﹤0.01%	835
2023 Q3	$5.83K	Hold	55	–	–	﹤0.01%	715
2023 Q2	$6.4K	Hold	55	–	–	﹤0.01%	685
2023 Q1	$6.18K	Hold	55	–	–	﹤0.01%	664
2022 Q4	$6.16K	Hold	55	–	–	﹤0.01%	621
2022 Q3	$6K	Sell	55 -5	-8%	-$573	﹤0.01%	545
2022 Q2	$7K	Hold	60	–	–	﹤0.01%	522
2022 Q1	$7K	Hold	60	–	–	﹤0.01%	529
2021 Q4	$6K	Hold	60	–	–	﹤0.01%	552
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	555
2021 Q2	$6K	Hold	60	–	–	﹤0.01%	565
2021 Q1	$5.93K	Hold	60	–	–	﹤0.01%	591
2020 Q4	$6K	Hold	60	–	–	﹤0.01%	543
2020 Q3	$6K	Hold	60	–	–	﹤0.01%	501
2020 Q2	$6K	Hold	60	–	–	﹤0.01%	468
2020 Q1	$6K	Buy	+60	New	+$6.6K	﹤0.01%	411
2019 Q3	–	Sell	-1,700	Closed	-$179K	–	665
2019 Q2	$179K	Hold	1,700	–	–	0.06%	60
2019 Q1	$175K	Hold	1,700	–	–	0.08%	63
2018 Q4	$158K	Buy	+1,700	New	+$162K	0.08%	62

Other funds holding ATO

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Sound Income Strategies's ATO Position: Q2 2026 in Review

Sound Income Strategies sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 303 shares — an estimated $56.2K sold.

Sound Income Strategies first reported a position in ATO in Q4 2018 and held it in 28 quarters. The position peaked at $179K in Q2 2019. 341 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Sound Income Strategies reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 303 Atmos Energy shares in Q2 2026, an estimated $56.2K.
Sound Income Strategies first reported a position in Atmos Energy in Q4 2018 and held it in 28 quarters.
Sound Income Strategies's Atmos Energy position peaked at $179K in Q2 2019.
341 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.