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Asset Advisors Investment Management’s Atmos Energy ATO Stock Holding History

Asset Advisors Investment Management’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 		$4.85M Buy
28,181
+908
+3% +$163K 0.45% 50
2026
Q1 		$5.04M Buy
27,273
+2,508
+10% +$443K 0.48% 49
2025
Q4 		$4.15M Buy
24,765
+2,478
+11% +$428K 0.38% 51
2025
Q3 		$3.81M Buy
22,287
+9,812
+79% +$1.58M 0.36% 50
2025
Q2 		$1.92M Buy
12,475
+747
+6% +$116K 0.19% 62
2025
Q1 		$1.81M Buy
11,728
+945
+9% +$138K 0.19% 62
2024
Q4 		$1.5M Buy
10,783
+1,302
+14% +$185K 0.16% 64
2024
Q3 		$1.32M Sell
9,481
-60
-0.6% -$7.71K 0.14% 69
2024
Q2 		$1.11M Sell
9,541
-29
-0.3% -$3.38K 0.12% 69
2024
Q1 		$1.14M Sell
9,570
-700
-7% -$80.3K 0.13% 63
2023
Q4 		$1.19M Sell
10,270
-975
-9% -$109K 0.15% 65
2023
Q3 		$1.19M Sell
11,245
-205
-2% -$23.9K 0.16% 65
2023
Q2 		$1.33M Hold
11,450
– – 0.17% 64
2023
Q1 		$1.29M Sell
11,450
-400
-3% -$45.5K 0.17% 66
2022
Q4 		$1.33M Sell
11,850
-700
-6% -$77K 0.18% 64
2022
Q3 		$1.28M Buy
12,550
+1,050
+9% +$120K 0.18% 62
2022
Q2 		$1.29M Buy
11,500
+4,250
+59% +$487K 0.18% 61
2022
Q1 		$866K Buy
+7,250
New +$792K 0.1% 69

Other funds holding ATO

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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Advisors Investment Management's ATO Position: Q2 2026 in Review

Asset Advisors Investment Management increased its Atmos Energy (ATO) stake by 3.3% in Q2 2026, buying an estimated $163K and bringing the position to 28,181 shares worth $4.85M. The position accounts for 0.45% of the portfolio, ranked #50.

Asset Advisors Investment Management first reported a position in ATO in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.04M in Q1 2026. 424 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Asset Advisors Investment Management held 28,181 shares of Atmos Energy worth $4.85M as of Q2 2026.
  • Asset Advisors Investment Management bought 908 Atmos Energy shares in Q2 2026, an estimated $163K.
  • Atmos Energy made up 0.45% of Asset Advisors Investment Management's portfolio in Q2 2026, its #50 holding.
  • Asset Advisors Investment Management first reported a position in Atmos Energy in Q1 2022 and has held it in 18 quarters since.
  • Asset Advisors Investment Management's Atmos Energy position peaked at $5.04M in Q1 2026.
  • 424 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Asset Advisors Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.