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Annis Gardner Whiting Capital Advisors’s Atmos Energy ATO Stock Holding History

Annis Gardner Whiting Capital 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
-229
Closed -$42.3K – 410
2026
Q1 		$42.3K Sell
229
-6
-3% -$1.06K 0.01% 603
2025
Q4 		$39.4K Hold
235
– – 0.01% 559
2025
Q3 		$40.1K Buy
235
+4
+2% +$646 0.01% 526
2025
Q2 		$35.6K Buy
231
+112
+94% +$17.4K 0.01% 468
2025
Q1 		$18.4K Buy
119
+24
+25% +$3.5K 0.01% 473
2024
Q4 		$13.2K Hold
95
– – ﹤0.01% 495
2024
Q3 		$13.2K Hold
95
– – ﹤0.01% 515
2024
Q2 		$11.1K Buy
95
+5
+6% +$583 ﹤0.01% 672
2024
Q1 		$10.7K Buy
90
+1
+1% +$115 ﹤0.01% 658
2023
Q4 		$10.3K Hold
89
– – ﹤0.01% 473
2023
Q3 		$9.43K Buy
+89
New +$10.4K 0.01% 470

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

Annis Gardner Whiting Capital Advisors's ATO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 229 shares — an estimated $42.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ATO in Q3 2023 and held it in 11 quarters. The position peaked at $42.3K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 229 Atmos Energy shares in Q2 2026, an estimated $42.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Atmos Energy in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Atmos Energy position peaked at $42.3K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.