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Ancora Advisors’s Atmos Energy ATO Stock Holding History

Ancora 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 		$141K Sell
816
-267
-25% -$47.8K ﹤0.01% 819
2026
Q1 		$200K Buy
1,083
+44
+4% +$7.78K ﹤0.01% 723
2025
Q4 		$174K Buy
1,039
+51
+5% +$8.82K ﹤0.01% 773
2025
Q3 		$169K Hold
988
– – ﹤0.01% 753
2025
Q2 		$152K Hold
988
– – ﹤0.01% 785
2025
Q1 		$153K Hold
988
– – ﹤0.01% 779
2024
Q4 		$138K Sell
988
-89
-8% -$12.7K ﹤0.01% 796
2024
Q3 		$149K Buy
1,077
+302
+39% +$38.8K ﹤0.01% 754
2024
Q2 		$90.4K Sell
775
-377
-33% -$43.9K ﹤0.01% 814
2024
Q1 		$137K Buy
1,152
+11
+1% +$1.26K ﹤0.01% 754
2023
Q4 		$132K Buy
+1,141
New +$128K ﹤0.01% 755

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
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

Ancora Advisors's ATO Position: Q2 2026 in Review

Ancora Advisors reduced its Atmos Energy (ATO) stake by 25% in Q2 2026, selling an estimated $47.8K and leaving 816 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Ancora Advisors first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $200K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Ancora Advisors held 816 shares of Atmos Energy worth $141K as of Q2 2026.
  • Ancora Advisors sold 267 Atmos Energy shares in Q2 2026, an estimated $47.8K.
  • Atmos Energy made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #819 holding.
  • Ancora Advisors first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • Ancora Advisors's Atmos Energy position peaked at $200K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.