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United Capital Financial Advisors’s Atmos Energy ATO Stock Holding History

United Capital Financial 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 		$944K Sell
5,479
-337
-6% -$60.4K 0.01% 819
2026
Q1 		$1.07M Buy
5,816
+1,330
+30% +$235K 0.01% 733
2025
Q4 		$752K Sell
4,486
-1,196
-21% -$207K ﹤0.01% 828
2025
Q3 		$970K Buy
5,682
+2,976
+110% +$480K 0.01% 645
2025
Q2 		$417K Buy
2,706
+224
+9% +$34.8K ﹤0.01% 826
2025
Q1 		$384K Buy
2,482
+256
+12% +$37.3K ﹤0.01% 821
2024
Q4 		$310K Buy
2,226
+90
+4% +$12.8K ﹤0.01% 869
2024
Q3 		$296K Buy
2,136
+199
+10% +$25.6K ﹤0.01% 880
2024
Q2 		$226K Buy
1,937
+180
+10% +$21K ﹤0.01% 943
2024
Q1 		$209K Sell
1,757
-70
-4% -$8.03K ﹤0.01% 1008
2023
Q4 		$212K Buy
+1,827
New +$204K ﹤0.01% 988
2020
Q1 		– Sell
-2,127
Closed -$238K – 1198
2019
Q4 		$238K Buy
2,127
+310
+17% +$34K ﹤0.01% 1234
2019
Q3 		$207K Sell
1,817
-1,374
-43% -$150K ﹤0.01% 1184
2019
Q2 		$337K Buy
3,191
+596
+23% +$61K ﹤0.01% 1167
2019
Q1 		$267K Sell
2,595
-94
-3% -$9.16K ﹤0.01% 1169
2018
Q4 		$249K Buy
2,689
+136
+5% +$13K ﹤0.01% 1126
2018
Q3 		$240K Sell
2,553
-250
-9% -$23.1K ﹤0.01% 1197
2018
Q2 		$253K Sell
2,803
-134
-5% -$11.6K ﹤0.01% 1157
2018
Q1 		$247K Buy
2,937
+371
+14% +$30.2K ﹤0.01% 1161
2017
Q4 		$220K Buy
2,566
+3
+0.1% +$264 ﹤0.01% 1211
2017
Q3 		$215K Buy
+2,563
New +$221K ﹤0.01% 1214

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

United Capital Financial Advisors's ATO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Atmos Energy (ATO) stake by 5.8% in Q2 2026, selling an estimated $60.4K and leaving 5,479 shares worth $944K. The position accounts for 0.01% of the portfolio, ranked #819.

United Capital Financial Advisors first reported a position in ATO in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.07M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • United Capital Financial Advisors held 5,479 shares of Atmos Energy worth $944K as of Q2 2026.
  • United Capital Financial Advisors sold 337 Atmos Energy shares in Q2 2026, an estimated $60.4K.
  • Atmos Energy made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #819 holding.
  • United Capital Financial Advisors first reported a position in Atmos Energy in Q3 2017 and has held it in 21 quarters since.
  • United Capital Financial Advisors's Atmos Energy position peaked at $1.07M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.