ALPS Advisors’s Atmos Energy ATO Stock Holding History

ALPS 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	$1.39M	Buy	+8,050	New	+$1.44M	0.01%	616
2018 Q3	–	Sell	-5,664	Closed	-$511K	–	959
2018 Q2	$511K	Sell	5,664 -268	-5%	-$23.2K	﹤0.01%	558
2018 Q1	$500K	Buy	+5,932	New	+$483K	﹤0.01%	514
2015 Q2	–	Sell	-37,325	Closed	-$2.06M	–	681
2015 Q1	$2.06M	Buy	37,325 +2,867	+8%	+$158K	0.02%	147
2014 Q4	$1.92M	Buy	34,458 +1,299	+4%	+$68.4K	0.02%	150
2014 Q3	$1.58M	Buy	33,159 +11,830	+55%	+$590K	0.01%	143
2014 Q2	$1.14M	Buy	21,329 +5,994	+39%	+$303K	0.01%	135
2014 Q1	$723K	Buy	+15,335	New	+$706K	0.01%	153

Other funds holding ATO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ALPS Advisors's ATO Position: Q2 2026 in Review

ALPS Advisors opened a new position in Atmos Energy (ATO) in Q2 2026: 8,050 shares worth $1.39M. The stake represents 0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in ATO as recently as Q2 2018.

ALPS Advisors first reported a position in ATO in Q1 2014 and has held it in 8 quarters since. The position peaked at $2.06M in Q1 2015. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

ALPS Advisors held 8,050 shares of Atmos Energy worth $1.39M as of Q2 2026.
Atmos Energy was a new ALPS Advisors position in Q2 2026.
Atmos Energy made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #616 holding.
ALPS Advisors first reported a position in Atmos Energy in Q1 2014 and has held it in 8 quarters since.
ALPS Advisors's Atmos Energy position peaked at $2.06M in Q1 2015.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.