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Venturi Wealth Management’s Atmos Energy ATO Stock Holding History

Venturi 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 		$1.4M Buy
8,114
+93
+1% +$16.7K 0.05% 178
2026
Q1 		$1.48M Buy
8,021
+283
+4% +$50K 0.07% 155
2025
Q4 		$1.3M Sell
7,738
-550
-7% -$95.1K 0.06% 161
2025
Q3 		$1.42M Sell
8,288
-1,721
-17% -$278K 0.07% 152
2025
Q2 		$1.54M Sell
10,009
-855
-8% -$133K 0.08% 151
2025
Q1 		$1.68M Sell
10,864
-119
-1% -$17.4K 0.09% 137
2024
Q4 		$1.53M Buy
10,983
+1,431
+15% +$204K 0.08% 156
2024
Q3 		$1.32M Sell
9,552
-124
-1% -$15.9K 0.07% 156
2024
Q2 		$1.13M Sell
9,676
-40
-0.4% -$4.66K 0.07% 165
2024
Q1 		$1.15M Buy
9,716
+310
+3% +$35.6K 0.07% 163
2023
Q4 		$1.09M Sell
9,406
-312
-3% -$34.9K 0.08% 152
2023
Q3 		$1.03M Buy
+9,718
New +$1.13M 0.08% 149
2020
Q2 		– Sell
-3,283
Closed -$326K – 252
2020
Q1 		$326K Buy
+3,283
New +$361K 0.06% 173

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Venturi Wealth Management increased its Atmos Energy (ATO) stake by 1.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 8,114 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #178.

Venturi Wealth Management first reported a position in ATO in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.68M in Q1 2025. 167 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Venturi Wealth Management held 8,114 shares of Atmos Energy worth $1.4M as of Q2 2026.
  • Venturi Wealth Management bought 93 Atmos Energy shares in Q2 2026, an estimated $16.7K.
  • Atmos Energy made up 0.05% of Venturi Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Venturi Wealth Management first reported a position in Atmos Energy in Q1 2020 and has held it in 13 quarters since.
  • Venturi Wealth Management's Atmos Energy position peaked at $1.68M in Q1 2025.
  • 167 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.