Wealth Enhancement Advisory Services
ATO icon

Wealth Enhancement Advisory Services’s Atmos Energy ATO Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.49M Buy
57,115
+33,395
+141% +$5.98M 0.02% 689
2026
Q1 		$4.48M Sell
23,720
-4,364
-16% -$771K 0.01% 941
2025
Q4 		$4.71M Buy
28,084
+198
+0.7% +$34.2K 0.01% 1046
2025
Q3 		$4.88M Buy
27,886
+670
+2% +$108K 0.01% 961
2025
Q2 		$4.14M Buy
27,216
+14,440
+113% +$2.24M 0.01% 984
2025
Q1 		$1.97M Buy
12,776
+3,015
+31% +$440K ﹤0.01% 1249
2024
Q4 		$1.36M Sell
9,761
-299
-3% -$42.5K ﹤0.01% 1383
2024
Q3 		$1.4M Sell
10,060
-68,531
-87% -$8.8M ﹤0.01% 1232
2024
Q2 		$9.17M Buy
78,591
+69,526
+767% +$8.1M 0.02% 505
2024
Q1 		$1.08M Sell
9,065
-41,545
-82% -$4.77M ﹤0.01% 1208
2023
Q4 		$5.87M Buy
50,610
+39,009
+336% +$4.36M 0.02% 569
2023
Q3 		$1.23M Buy
+11,601
New +$1.35M ﹤0.01% 1018
2022
Q3 		– Sell
-39,220
Closed -$4.39M – 323
2022
Q2 		$4.39M Buy
+39,220
New +$4.49M 0.06% 141
2018
Q1 		– Sell
-10,271
Closed -$820K – 143
2017
Q4 		$820K Buy
+10,271
New +$903K 0.06% 119

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services's ATO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Atmos Energy (ATO) stake by 141% in Q2 2026, buying an estimated $5.98M and bringing the position to 57,115 shares worth $9.49M. The position accounts for 0.02% of the portfolio, ranked #689.

Wealth Enhancement Advisory Services first reported a position in ATO in Q4 2017 and has held it in 14 quarters since. 150 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 57,115 shares of Atmos Energy worth $9.49M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 33,395 Atmos Energy shares in Q2 2026, an estimated $5.98M.
  • Atmos Energy made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #689 holding.
  • Wealth Enhancement Advisory Services first reported a position in Atmos Energy in Q4 2017 and has held it in 14 quarters since.
  • 150 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.