Wealthcare Advisory Partners’s Atmos Energy ATO Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-1,383	Closed	-$255K	–	1090
2026 Q1	$255K	Buy	1,383 +184	+15%	+$32.5K	0.01%	934
2025 Q4	$201K	Sell	1,199 -35	-3%	-$6.05K	﹤0.01%	1022
2025 Q3	$211K	Buy	+1,234	New	+$199K	﹤0.01%	964
2021 Q2	–	Sell	-850	Closed	-$84K	–	641
2021 Q1	$84K	Buy	+850	New	+$77.4K	0.01%	720
2020 Q2	–	Sell	-350	Closed	-$35K	–	385
2020 Q1	$35K	Hold	350	–	–	0.01%	583
2019 Q4	$39K	Hold	350	–	–	0.01%	599
2019 Q3	$40K	Hold	350	–	–	0.01%	581
2019 Q2	$37K	Hold	350	–	–	0.01%	570
2019 Q1	$36K	Hold	350	–	–	0.01%	528
2018 Q4	$32K	Hold	350	–	–	0.01%	524
2018 Q3	$33K	Hold	350	–	–	0.01%	556
2018 Q2	$32K	Hold	350	–	–	0.01%	558
2018 Q1	$29K	Hold	350	–	–	0.01%	508
2017 Q4	$30K	Buy	+350	New	+$30.8K	0.01%	455

Other funds holding ATO

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Wealthcare Advisory Partners's ATO Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,383 shares — an estimated $255K sold.

Wealthcare Advisory Partners first reported a position in ATO in Q4 2017 and held it in 14 quarters. The position peaked at $255K in Q1 2026. 191 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Wealthcare Advisory Partners reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,383 Atmos Energy shares in Q2 2026, an estimated $255K.
Wealthcare Advisory Partners first reported a position in Atmos Energy in Q4 2017 and held it in 14 quarters.
Wealthcare Advisory Partners's Atmos Energy position peaked at $255K in Q1 2026.
191 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.