TWP
ATO icon

Triad Wealth Partners’s Atmos Energy ATO Stock Holding History

Triad 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 		$311K Buy
+1,797
New +$322K 0.02% 437

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

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

Triad Wealth Partners opened a new position in Atmos Energy (ATO) in Q2 2026: 1,797 shares worth $311K. The stake represents 0.02% of the portfolio and ranks #437 among its holdings.

1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Triad Wealth Partners held 1,797 shares of Atmos Energy worth $311K as of Q2 2026.
  • Atmos Energy was a new Triad Wealth Partners position in Q2 2026.
  • Atmos Energy made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #437 holding.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.