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AlTi Global’s Atmos Energy ATO Stock Holding History

AlTi Global’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 		$223K Sell
1,295
-224
-15% -$40.1K ﹤0.01% 475
2026
Q1 		$281K Sell
1,519
-13
-0.8% -$2.3K 0.01% 374
2025
Q4 		$257K Sell
1,532
-15
-1% -$2.59K 0.01% 406
2025
Q3 		$264K Buy
+1,547
New +$250K 0.01% 386

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

AlTi Global's ATO Position: Q2 2026 in Review

AlTi Global reduced its Atmos Energy (ATO) stake by 15% in Q2 2026, selling an estimated $40.1K and leaving 1,295 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

AlTi Global first reported a position in ATO in Q3 2025 and has held it in 4 quarters since. The position peaked at $281K in Q1 2026. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • AlTi Global held 1,295 shares of Atmos Energy worth $223K as of Q2 2026.
  • AlTi Global sold 224 Atmos Energy shares in Q2 2026, an estimated $40.1K.
  • Atmos Energy made up ﹤0.01% of AlTi Global's portfolio in Q2 2026, its #475 holding.
  • AlTi Global first reported a position in Atmos Energy in Q3 2025 and has held it in 4 quarters since.
  • AlTi Global's Atmos Energy position peaked at $281K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.