Aspect Partners’s Atmos Energy ATO Stock Holding History

Aspect Partners’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 Q3	$5.16K	Sell	33 -19	-37%	-$3.22K	﹤0.01%	388
2026 Q2	$8.96K	Buy	52 +44	+550%	+$7.88K	﹤0.01%	300
2026 Q1	$1.48K	Hold	8	–	–	﹤0.01%	549
2025 Q4	$1.34K	Buy	8 +5	+167%	+$864	﹤0.01%	611
2025 Q3	$512	Hold	3	–	–	﹤0.01%	675
2025 Q2	$462	Hold	3	–	–	﹤0.01%	570
2025 Q1	$464	Buy	3 +1	+50%	+$146	﹤0.01%	552
2024 Q4	$279	Hold	2	–	–	﹤0.01%	574
2024 Q3	$277	Hold	2	–	–	﹤0.01%	539
2024 Q2	$233	Hold	2	–	–	﹤0.01%	553
2024 Q1	$238	Hold	2	–	–	﹤0.01%	537
2023 Q4	$232	Buy	+2	New	+$223	﹤0.01%	525

Other funds holding ATO

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Aspect Partners's ATO Position: Q3 2026 in Review

Aspect Partners reduced its Atmos Energy (ATO) stake by 37% in Q3 2026, selling an estimated $3.22K and leaving 33 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Aspect Partners first reported a position in ATO in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.96K in Q2 2026. 238 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

Aspect Partners held 33 shares of Atmos Energy worth $5.16K as of Q3 2026.
Aspect Partners sold 19 Atmos Energy shares in Q3 2026, an estimated $3.22K.
Atmos Energy made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #388 holding.
Aspect Partners first reported a position in Atmos Energy in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Atmos Energy position peaked at $8.96K in Q2 2026.
238 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.