Summit Financial Wealth Advisors’s Atmos Energy ATO Stock Holding History

Summit Financial Wealth 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	$217K	Buy	+1,262	New	+$226K	0.03%	209
2021 Q2	–	Sell	-2,200	Closed	-$210K	–	126
2021 Q1	$210K	Sell	2,200 -416	-16%	-$37.9K	0.05%	108
2020 Q4	$250K	Hold	2,616	–	–	0.07%	89
2020 Q3	$250K	Hold	2,616	–	–	0.07%	103
2020 Q2	$260K	Buy	+2,616	New	+$264K	0.07%	101
2015 Q4	–	Sell	-750	Closed	-$43K	–	128
2015 Q3	$43K	Hold	750	–	–	0.03%	128
2015 Q2	$38K	Hold	750	–	–	0.02%	162
2015 Q1	$39K	Hold	750	–	–	0.03%	133
2014 Q4	$42K	Buy	+750	New	+$39.5K	0.03%	131

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

Summit Financial Wealth Advisors's ATO Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Atmos Energy (ATO) in Q2 2026: 1,262 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #209 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in ATO as recently as Q1 2021.

Summit Financial Wealth Advisors first reported a position in ATO in Q4 2014 and has held it in 9 quarters since. The position peaked at $260K in Q2 2020. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Summit Financial Wealth Advisors held 1,262 shares of Atmos Energy worth $217K as of Q2 2026.
Atmos Energy was a new Summit Financial Wealth Advisors position in Q2 2026.
Atmos Energy made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #209 holding.
Summit Financial Wealth Advisors first reported a position in Atmos Energy in Q4 2014 and has held it in 9 quarters since.
Summit Financial Wealth Advisors's Atmos Energy position peaked at $260K in Q2 2020.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.