AssetMark Inc
ATO icon

AssetMark Inc’s Atmos Energy ATO Stock Holding History

AssetMark Inc’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 		$16.8M Buy
97,684
+8,395
+9% +$1.5M 0.03% 399
2026
Q1 		$16.5M Buy
89,289
+2,278
+3% +$403K 0.03% 372
2025
Q4 		$14.6M Sell
87,011
-23,306
-21% -$4.03M 0.03% 399
2025
Q3 		$18.8M Buy
110,317
+3,115
+3% +$503K 0.04% 318
2025
Q2 		$16.5M Buy
107,202
+23,326
+28% +$3.62M 0.04% 314
2025
Q1 		$13M Buy
83,876
+9,083
+12% +$1.33M 0.04% 318
2024
Q4 		$10.4M Buy
74,793
+18,161
+32% +$2.58M 0.03% 350
2024
Q3 		$7.86M Buy
56,632
+5,126
+10% +$659K 0.02% 374
2024
Q2 		$6.01M Buy
51,506
+50,534
+5,199% +$5.89M 0.02% 398
2024
Q1 		$116K Sell
972
-29
-3% -$3.33K ﹤0.01% 1039
2023
Q4 		$116K Buy
1,001
+20
+2% +$2.23K ﹤0.01% 1014
2023
Q3 		$104K Buy
981
+20
+2% +$2.33K ﹤0.01% 973
2023
Q2 		$112K Sell
961
-8
-0.8% -$926 ﹤0.01% 927
2023
Q1 		$109K Buy
969
+5
+0.5% +$569 ﹤0.01% 905
2022
Q4 		$108K Sell
964
-10
-1% -$1.1K ﹤0.01% 902
2022
Q3 		$99K Buy
974
+534
+121% +$61.2K ﹤0.01% 845
2022
Q2 		$49K Hold
440
– – ﹤0.01% 914
2022
Q1 		$53K Hold
440
– – ﹤0.01% 904
2021
Q4 		$46K Buy
440
+322
+273% +$30.5K ﹤0.01% 926
2021
Q3 		$10K Hold
118
– – ﹤0.01% 1041
2021
Q2 		$11K Hold
118
– – ﹤0.01% 971
2021
Q1 		$12K Hold
118
– – ﹤0.01% 913
2020
Q4 		$11K Sell
118
-190
-62% -$18.3K ﹤0.01% 905
2020
Q3 		$29K Sell
308
-47
-13% -$4.69K ﹤0.01% 765
2020
Q2 		$35K Sell
355
-7,626
-96% -$769K ﹤0.01% 710
2020
Q1 		$792K Buy
7,981
+7,558
+1,787% +$831K 0.01% 345
2019
Q4 		$47K Sell
423
-24
-5% -$2.63K ﹤0.01% 761
2019
Q3 		$51K Sell
447
-18
-4% -$1.97K ﹤0.01% 705
2019
Q2 		$49K Sell
465
-4
-0.9% -$410 ﹤0.01% 701
2019
Q1 		$48K Buy
469
+17
+4% +$1.66K ﹤0.01% 706
2018
Q4 		$42K Sell
452
-52
-10% -$4.97K ﹤0.01% 724
2018
Q3 		$47K Sell
504
-1
-0.2% -$92 ﹤0.01% 749
2018
Q2 		$46K Sell
505
-36
-7% -$3.12K ﹤0.01% 737
2018
Q1 		$46K Buy
541
+88
+19% +$7.17K ﹤0.01% 750
2017
Q4 		$39K Buy
453
+28
+7% +$2.46K ﹤0.01% 845
2017
Q3 		$36K Sell
425
-11
-3% -$949 ﹤0.01% 774
2017
Q2 		$36K Buy
436
+11
+3% +$902 ﹤0.01% 754
2017
Q1 		$34K Buy
425
+92
+28% +$7.06K ﹤0.01% 738
2016
Q4 		$25K Sell
333
-125
-27% -$9.03K ﹤0.01% 800
2016
Q3 		$34K Hold
458
– – ﹤0.01% 719
2016
Q2 		$37K Sell
458
-425
-48% -$31.5K ﹤0.01% 674
2016
Q1 		$66K Sell
883
-2
-0.2% -$137 ﹤0.01% 512
2015
Q4 		$56K Buy
885
+817
+1,201% +$50.2K ﹤0.01% 594
2015
Q3 		$4K Sell
68
-15,868
-100% -$872K ﹤0.01% 579
2015
Q2 		$817K Sell
15,936
-1,065
-6% -$57.1K 0.02% 319
2015
Q1 		$940K Buy
17,001
+934
+6% +$51.4K 0.02% 287
2014
Q4 		$896K Buy
16,067
+484
+3% +$25.5K 0.02% 302
2014
Q3 		$743K Buy
15,583
+30
+0.2% +$1.5K 0.02% 336
2014
Q2 		$831K Buy
15,553
+13,081
+529% +$661K 0.02% 328
2014
Q1 		$117K Sell
2,472
-227
-8% -$10.5K ﹤0.01% 355
2013
Q4 		$123K Sell
2,699
-4,230
-61% -$187K ﹤0.01% 359
2013
Q3 		$295K Buy
+6,929
New +$293K 0.01% 337

Other funds holding ATO

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

AssetMark Inc's ATO Position: Q2 2026 in Review

AssetMark Inc increased its Atmos Energy (ATO) stake by 9.4% in Q2 2026, buying an estimated $1.5M and bringing the position to 97,684 shares worth $16.8M. The position accounts for 0.03% of the portfolio, ranked #399.

AssetMark Inc first reported a position in ATO in Q3 2013 and has held it in 52 quarters since. The position peaked at $18.8M in Q3 2025. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • AssetMark Inc held 97,684 shares of Atmos Energy worth $16.8M as of Q2 2026.
  • AssetMark Inc bought 8,395 Atmos Energy shares in Q2 2026, an estimated $1.5M.
  • Atmos Energy made up 0.03% of AssetMark Inc's portfolio in Q2 2026, its #399 holding.
  • AssetMark Inc first reported a position in Atmos Energy in Q3 2013 and has held it in 52 quarters since.
  • AssetMark Inc's Atmos Energy position peaked at $18.8M in Q3 2025.
  • 388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.