SS&H Financial Advisors’s Atmos Energy ATO Stock Holding History

SS&H Financial Advisors’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	$947K	Buy	+5,500	New	+$985K	0.24%	69
2025 Q4	$933K	Hold	5,565	–	–	0.27%	67
2025 Q3	$950K	Sell	5,565 -150	-3%	-$24.2K	0.29%	67
2025 Q2	$881K	Hold	5,715	–	–	0.29%	64
2025 Q1	$883K	Sell	5,715 -35	-0.6%	-$5.11K	0.33%	68
2024 Q4	$801K	Hold	5,750	–	–	0.29%	75
2024 Q3	$798K	Sell	5,750 -50	-0.9%	-$6.42K	0.29%	77
2024 Q2	$676K	Sell	5,800 -50	-0.9%	-$5.83K	0.26%	77
2024 Q1	$695K	Hold	5,850	–	–	0.29%	74
2023 Q4	$678K	Sell	5,850 -20	-0.3%	-$2.23K	0.29%	75
2023 Q3	$622K	Buy	+5,870	New	+$685K	0.29%	74
2023 Q1	$716K	Hold	6,370	–	–	0.33%	69
2022 Q4	$714K	Sell	6,370 -30	-0.5%	-$3.3K	0.34%	71
2022 Q3	$652K	Hold	6,400	–	–	0.34%	70
2022 Q2	$717K	Hold	6,400	–	–	0.33%	69
2022 Q1	$765K	Buy	+6,400	New	+$699K	0.3%	76

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

SS&H Financial Advisors's ATO Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Atmos Energy (ATO) in Q2 2026: 5,500 shares worth $947K. The stake represents 0.24% of the portfolio and ranks #69 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in ATO as recently as Q4 2025.

SS&H Financial Advisors first reported a position in ATO in Q1 2022 and has held it in 16 quarters since. The position peaked at $950K in Q3 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

SS&H Financial Advisors held 5,500 shares of Atmos Energy worth $947K as of Q2 2026.
Atmos Energy was a new SS&H Financial Advisors position in Q2 2026.
Atmos Energy made up 0.24% of SS&H Financial Advisors's portfolio in Q2 2026, its #69 holding.
SS&H Financial Advisors first reported a position in Atmos Energy in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Atmos Energy position peaked at $950K in Q3 2025.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.