Turtle Creek Wealth Advisors’s Atmos Energy ATO Stock Holding History

Turtle Creek 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	$342K	Sell	1,986 -143	-7%	-$25.6K	0.02%	343
2026 Q1	$393K	Buy	2,129 +7	+0.3%	+$1.24K	0.03%	268
2025 Q4	$356K	Buy	2,122 +113	+6%	+$19.5K	0.03%	273
2025 Q3	$343K	Buy	+2,009	New	+$324K	0.03%	257
2024 Q1	–	Sell	-89	Closed	-$10.3K	–	245
2023 Q4	$10.3K	Buy	+89	New	+$9.95K	﹤0.01%	542

Other funds holding ATO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Turtle Creek Wealth Advisors's ATO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Atmos Energy (ATO) stake by 6.7% in Q2 2026, selling an estimated $25.6K and leaving 1,986 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #343.

Turtle Creek Wealth Advisors first reported a position in ATO in Q4 2023 and has held it in 5 quarters since. The position peaked at $393K in Q1 2026. 447 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Turtle Creek Wealth Advisors held 1,986 shares of Atmos Energy worth $342K as of Q2 2026.
Turtle Creek Wealth Advisors sold 143 Atmos Energy shares in Q2 2026, an estimated $25.6K.
Atmos Energy made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #343 holding.
Turtle Creek Wealth Advisors first reported a position in Atmos Energy in Q4 2023 and has held it in 5 quarters since.
Turtle Creek Wealth Advisors's Atmos Energy position peaked at $393K in Q1 2026.
447 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.