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Ascent Group’s Atmos Energy ATO Stock Holding History

Ascent Group’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 		$753K Sell
4,369
-142
-3% -$25.4K 0.02% 452
2026
Q1 		$833K Buy
4,511
+689
+18% +$122K 0.03% 401
2025
Q4 		$641K Sell
3,822
-4
-0.1% -$692 0.02% 448
2025
Q3 		$653K Buy
3,826
+1,361
+55% +$220K 0.02% 442
2025
Q2 		$380K Sell
2,465
-2,494
-50% -$387K 0.01% 531
2025
Q1 		$767K Sell
4,959
-1,548
-24% -$226K 0.03% 373
2024
Q4 		$906K Sell
6,507
-1,778
-21% -$253K 0.07% 290
2024
Q3 		$1.15M Sell
8,285
-8,392
-50% -$1.08M 0.09% 263
2024
Q2 		$1.95M Buy
16,677
+424
+3% +$49.4K 0.16% 179
2024
Q1 		$1.93M Buy
16,253
+2,990
+23% +$343K 0.17% 182
2023
Q4 		$1.51M Buy
13,263
+503
+4% +$56.2K 0.14% 200
2023
Q3 		$1.42M Buy
+12,760
New +$1.49M 0.16% 188

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

Ascent Group's ATO Position: Q2 2026 in Review

Ascent Group reduced its Atmos Energy (ATO) stake by 3.1% in Q2 2026, selling an estimated $25.4K and leaving 4,369 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #452.

Ascent Group first reported a position in ATO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.95M in Q2 2024. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Ascent Group held 4,369 shares of Atmos Energy worth $753K as of Q2 2026.
  • Ascent Group sold 142 Atmos Energy shares in Q2 2026, an estimated $25.4K.
  • Atmos Energy made up 0.02% of Ascent Group's portfolio in Q2 2026, its #452 holding.
  • Ascent Group first reported a position in Atmos Energy in Q3 2023 and has held it in 12 quarters since.
  • Ascent Group's Atmos Energy position peaked at $1.95M in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.