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Stratos Wealth Partners’s Atmos Energy ATO Stock Holding History

Stratos Wealth Partners’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 		$7.26M Buy
42,170
+3,605
+9% +$646K 0.07% 269
2026
Q1 		$7.12M Buy
38,565
+1,464
+4% +$259K 0.08% 255
2025
Q4 		$6.22M Sell
37,101
-1,319
-3% -$228K 0.07% 284
2025
Q3 		$6.56M Buy
38,420
+289
+0.8% +$46.7K 0.08% 266
2025
Q2 		$5.88M Buy
38,131
+5,133
+16% +$797K 0.08% 251
2025
Q1 		$5.1M Buy
32,998
+159
+0.5% +$23.2K 0.08% 255
2024
Q4 		$4.57M Buy
32,839
+1,129
+4% +$161K 0.06% 295
2024
Q3 		$4.4M Buy
31,710
+287
+0.9% +$36.9K 0.06% 293
2024
Q2 		$3.67M Buy
31,423
+670
+2% +$78.1K 0.06% 316
2024
Q1 		$3.66M Buy
30,753
+1,530
+5% +$175K 0.06% 304
2023
Q4 		$3.39M Buy
29,223
+476
+2% +$53.2K 0.06% 298
2023
Q3 		$3.05M Buy
28,747
+1,761
+7% +$205K 0.07% 286
2023
Q2 		$3.14M Sell
26,986
-1,502
-5% -$174K 0.07% 272
2023
Q1 		$3.2M Buy
28,488
+1,248
+5% +$142K 0.09% 230
2022
Q4 		$3.05M Sell
27,240
-1,268
-4% -$139K 0.08% 257
2022
Q3 		$2.9M Buy
28,508
+889
+3% +$102K 0.08% 240
2022
Q2 		$3.1M Buy
27,619
+105
+0.4% +$12K 0.08% 235
2022
Q1 		$3.29M Buy
27,514
+509
+2% +$55.6K 0.07% 252
2021
Q4 		$2.83M Buy
+27,005
New +$2.56M 0.06% 283
2018
Q2 		– Sell
-292
Closed -$25K – 1076
2018
Q1 		$25K Sell
292
-164
-36% -$13.4K ﹤0.01% 1919
2017
Q4 		$39K Buy
+456
New +$40.1K ﹤0.01% 1633

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

Stratos Wealth Partners's ATO Position: Q2 2026 in Review

Stratos Wealth Partners increased its Atmos Energy (ATO) stake by 9.3% in Q2 2026, buying an estimated $646K and bringing the position to 42,170 shares worth $7.26M. The position accounts for 0.07% of the portfolio, ranked #269.

Stratos Wealth Partners first reported a position in ATO in Q4 2017 and has held it in 21 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Stratos Wealth Partners held 42,170 shares of Atmos Energy worth $7.26M as of Q2 2026.
  • Stratos Wealth Partners bought 3,605 Atmos Energy shares in Q2 2026, an estimated $646K.
  • Atmos Energy made up 0.07% of Stratos Wealth Partners's portfolio in Q2 2026, its #269 holding.
  • Stratos Wealth Partners first reported a position in Atmos Energy in Q4 2017 and has held it in 21 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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