Baker Avenue Asset Management’s Atmos Energy ATO Stock Holding History

Baker Avenue Asset 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	$328K	Buy	+1,905	New	+$341K	0.01%	658
2023 Q4	–	Sell	-282	Closed	-$29.8K	–	454
2023 Q3	$29.8K	Buy	282 +256	+985%	+$29.9K	﹤0.01%	593
2023 Q2	$3.02K	Buy	26 +5	+24%	+$579	﹤0.01%	914
2023 Q1	$2.36K	Hold	21	–	–	﹤0.01%	959
2022 Q4	$2.35K	Buy	+21	New	+$2.31K	﹤0.01%	903

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Avenue Asset Management's ATO Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Atmos Energy (ATO) in Q2 2026: 1,905 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in ATO as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in ATO in Q4 2022 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Baker Avenue Asset Management held 1,905 shares of Atmos Energy worth $328K as of Q2 2026.
Atmos Energy was a new Baker Avenue Asset Management position in Q2 2026.
Atmos Energy made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #658 holding.
Baker Avenue Asset Management first reported a position in Atmos Energy in Q4 2022 and has held it in 5 quarters since.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.