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Ballentine Partners’s Atmos Energy ATO Stock Holding History

Ballentine 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
Q2 		$457K Sell
2,654
-163
-6% -$29.2K 0.01% 599
2026
Q1 		$520K Buy
2,817
+133
+5% +$23.5K 0.01% 515
2025
Q4 		$450K Buy
2,684
+210
+8% +$36.3K 0.01% 541
2025
Q3 		$422K Buy
2,474
+74
+3% +$11.9K 0.01% 566
2025
Q2 		$370K Buy
2,400
+391
+19% +$60.7K 0.01% 601
2025
Q1 		$311K Buy
2,009
+55
+3% +$8.02K 0.01% 611
2024
Q4 		$272K Sell
1,954
-693
-26% -$98.6K ﹤0.01% 636
2024
Q3 		$367K Buy
+2,647
New +$340K 0.01% 517

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Ballentine Partners's ATO Position: Q2 2026 in Review

Ballentine Partners reduced its Atmos Energy (ATO) stake by 5.8% in Q2 2026, selling an estimated $29.2K and leaving 2,654 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #599.

Ballentine Partners first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. The position peaked at $520K in Q1 2026. 174 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Ballentine Partners held 2,654 shares of Atmos Energy worth $457K as of Q2 2026.
  • Ballentine Partners sold 163 Atmos Energy shares in Q2 2026, an estimated $29.2K.
  • Atmos Energy made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #599 holding.
  • Ballentine Partners first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
  • Ballentine Partners's Atmos Energy position peaked at $520K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.