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Whipplewood Advisors’s Atmos Energy ATO Stock Holding History

Whipplewood 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 		– Sell
-4
Closed -$739 – 667
2026
Q1 		$739 Sell
4
-3
-43% -$530 ﹤0.01% 945
2025
Q4 		$1.17K Buy
+7
New +$1.21K ﹤0.01% 391
2025
Q3 		– Sell
-30
Closed -$4.62K – 363
2025
Q2 		$4.62K Sell
30
-78
-72% -$12.1K ﹤0.01% 713
2025
Q1 		$4.64K Buy
108
+78
+260% +$11.4K ﹤0.01% 718
2024
Q4 		$4.18K Buy
+30
New +$4.27K ﹤0.01% 730

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

Whipplewood Advisors's ATO Position: Q2 2026 in Review

Whipplewood Advisors sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 4 shares — an estimated $739 sold.

Whipplewood Advisors first reported a position in ATO in Q4 2024 and held it in 5 quarters. The position peaked at $4.64K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Whipplewood Advisors reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 4 Atmos Energy shares in Q2 2026, an estimated $739.
  • Whipplewood Advisors first reported a position in Atmos Energy in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Atmos Energy position peaked at $4.64K in Q1 2025.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.