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Spire Wealth Management’s Atmos Energy ATO Stock Holding History

Spire 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 		$363K Buy
2,104
+2,056
+4,283% +$368K 0.01% 627
2026
Q1 		$8.87K Sell
48
-1,468
-97% -$259K ﹤0.01% 1654
2025
Q4 		$254K Buy
1,516
+1,469
+3,126% +$254K 0.01% 729
2025
Q3 		$8.03K Buy
47
+1
+2% +$161 ﹤0.01% 1834
2025
Q2 		$7.09K Buy
46
+8
+21% +$1.24K ﹤0.01% 1835
2025
Q1 		$5.87K Sell
38
-1
-3% -$146 ﹤0.01% 2013
2024
Q4 		$5.43K Buy
39
+9
+30% +$1.28K ﹤0.01% 2020
2024
Q3 		$4.16K Buy
30
+9
+43% +$1.16K ﹤0.01% 1858
2024
Q2 		$2.45K Sell
21
-522
-96% -$60.8K ﹤0.01% 1973
2024
Q1 		$64.5K Buy
543
+7
+1% +$803 ﹤0.01% 1127
2023
Q4 		$60.6K Buy
536
+10
+2% +$1.12K ﹤0.01% 1143
2023
Q3 		$55.7K Buy
526
+6
+1% +$700 ﹤0.01% 1140
2023
Q2 		$60.5K Hold
520
– – ﹤0.01% 1130
2023
Q1 		$58.5K Hold
520
– – ﹤0.01% 1135
2022
Q4 		$58K Sell
520
-4
-0.8% -$440 ﹤0.01% 932
2022
Q3 		$53K Buy
524
+4
+0.8% +$458 ﹤0.01% 927
2022
Q2 		$58K Sell
520
-570
-52% -$65.3K ﹤0.01% 1229
2022
Q1 		$130K Sell
1,090
-45
-4% -$4.92K ﹤0.01% 1076
2021
Q4 		$114K Buy
1,135
+95
+9% +$9.01K ﹤0.01% 1345
2021
Q3 		$92K Buy
1,040
+468
+82% +$45.3K ﹤0.01% 1223
2021
Q2 		$55K Sell
572
-180
-24% -$18K ﹤0.01% 1439
2021
Q1 		$74K Buy
+752
New +$68.4K ﹤0.01% 1527

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

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

Spire Wealth Management increased its Atmos Energy (ATO) stake by 4,283% in Q2 2026, buying an estimated $368K and bringing the position to 2,104 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #627.

Spire Wealth Management first reported a position in ATO in Q1 2021 and has held it in 22 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Spire Wealth Management held 2,104 shares of Atmos Energy worth $363K as of Q2 2026.
  • Spire Wealth Management bought 2,056 Atmos Energy shares in Q2 2026, an estimated $368K.
  • Atmos Energy made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Spire Wealth Management first reported a position in Atmos Energy in Q1 2021 and has held it in 22 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.