Tradition Wealth Management’s Atmos Energy ATO Stock Holding History

Tradition 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	$219K	Buy	1,272 +16	+1%	+$2.87K	0.01%	489
2026 Q1	$232K	Sell	1,256 -2	-0.2%	-$353	0.02%	438
2025 Q4	$211K	Buy	1,258 +15	+1%	+$2.59K	0.02%	456
2025 Q3	$212K	Buy	+1,243	New	+$201K	0.02%	448
2024 Q1	–	Sell	-1,563	Closed	-$181K	–	445
2023 Q4	$181K	Sell	1,563 -24	-2%	-$2.68K	0.02%	340
2023 Q3	$168K	Buy	1,587 +7	+0.4%	+$817	0.02%	331
2023 Q2	$184K	Buy	1,580 +177	+13%	+$20.5K	0.02%	327
2023 Q1	$158K	Buy	+1,403	New	+$160K	0.02%	339

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

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

Tradition Wealth Management increased its Atmos Energy (ATO) stake by 1.3% in Q2 2026, buying an estimated $2.87K and bringing the position to 1,272 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #489.

Tradition Wealth Management first reported a position in ATO in Q1 2023 and has held it in 8 quarters since. The position peaked at $232K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Tradition Wealth Management held 1,272 shares of Atmos Energy worth $219K as of Q2 2026.
Tradition Wealth Management bought 16 Atmos Energy shares in Q2 2026, an estimated $2.87K.
Atmos Energy made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #489 holding.
Tradition Wealth Management first reported a position in Atmos Energy in Q1 2023 and has held it in 8 quarters since.
Tradition Wealth Management's Atmos Energy position peaked at $232K in Q1 2026.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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