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Waverly Advisors’s Atmos Energy ATO Stock Holding History

Waverly 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 		$1.16M Buy
6,749
+1,581
+31% +$283K 0.01% 837
2026
Q1 		$955K Buy
5,168
+2,584
+100% +$457K 0.01% 848
2025
Q4 		$433K Buy
2,584
+15
+0.6% +$2.59K ﹤0.01% 1061
2025
Q3 		$439K Buy
2,569
+115
+5% +$18.6K ﹤0.01% 898
2025
Q2 		$378K Buy
2,454
+26
+1% +$4.04K ﹤0.01% 891
2025
Q1 		$375K Buy
2,428
+594
+32% +$86.7K ﹤0.01% 856
2024
Q4 		$255K Buy
1,834
+350
+24% +$49.8K ﹤0.01% 871
2024
Q3 		$206K Buy
+1,484
New +$191K ﹤0.01% 771

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

Waverly Advisors's ATO Position: Q2 2026 in Review

Waverly Advisors increased its Atmos Energy (ATO) stake by 31% in Q2 2026, buying an estimated $283K and bringing the position to 6,749 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #837.

Waverly Advisors first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Waverly Advisors held 6,749 shares of Atmos Energy worth $1.16M as of Q2 2026.
  • Waverly Advisors bought 1,581 Atmos Energy shares in Q2 2026, an estimated $283K.
  • Atmos Energy made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #837 holding.
  • Waverly Advisors first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.