Wealthspire Advisors (New York)’s Atmos Energy ATO Stock Holding History

Wealthspire Advisors (New York)’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	$1.68M	Sell	9,744 -160	-2%	-$28.7K	0.01%	454
2026 Q1	$1.83M	Sell	9,904 -495	-5%	-$87.5K	0.01%	301
2025 Q4	$1.74M	Buy	10,399 +1,011	+11%	+$175K	0.01%	315
2025 Q3	$1.6M	Sell	9,388 -116	-1%	-$18.7K	0.01%	310
2025 Q2	$1.46M	Buy	9,504 +91	+1%	+$14.1K	0.01%	327
2025 Q1	$1.46M	Buy	9,413 +14	+0.1%	+$2.04K	0.01%	321
2024 Q4	$1.31M	Buy	9,399 +30	+0.3%	+$4.27K	0.01%	319
2024 Q3	$1.3M	Sell	9,369 -1,392	-13%	-$179K	0.01%	327
2024 Q2	$1.26M	Hold	10,761	–	–	0.02%	277
2024 Q1	$1.28M	Sell	10,761 -900	-8%	-$103K	0.02%	275
2023 Q4	$1.35M	Sell	11,661 -259	-2%	-$28.9K	0.02%	261
2023 Q3	$1.26M	Sell	11,920 -1,200	-9%	-$140K	0.02%	244
2023 Q2	$1.53M	Sell	13,120 -4	-0%	-$463	0.02%	183
2023 Q1	$1.47M	Sell	13,124 -111	-0.8%	-$12.6K	0.03%	189
2022 Q4	$1.48M	Buy	13,235 +315	+2%	+$34.6K	0.03%	191
2022 Q3	$1.32M	Sell	12,920 -127	-1%	-$14.6K	0.03%	188
2022 Q2	$1.46M	Buy	+13,047	New	+$1.49M	0.03%	168

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s ATO Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Atmos Energy (ATO) stake by 1.6% in Q2 2026, selling an estimated $28.7K and leaving 9,744 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #454.

Wealthspire Advisors (New York) first reported a position in ATO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.83M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Wealthspire Advisors (New York) held 9,744 shares of Atmos Energy worth $1.68M as of Q2 2026.
Wealthspire Advisors (New York) sold 160 Atmos Energy shares in Q2 2026, an estimated $28.7K.
Atmos Energy made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #454 holding.
Wealthspire Advisors (New York) first reported a position in Atmos Energy in Q2 2022 and has held it in 17 quarters since.
Wealthspire Advisors (New York)'s Atmos Energy position peaked at $1.83M in Q1 2026.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.