Bank Julius Baer & Co
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Bank Julius Baer & Co’s Atmos Energy ATO Stock Holding History

Bank Julius Baer & Co’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
Q1 		$950K Buy
5,145
+2,425
+89% +$429K ﹤0.01% 385
2025
Q4 		$456K Buy
2,720
+34
+1% +$5.88K ﹤0.01% 430
2025
Q3 		$459K Sell
2,686
-860
-24% -$139K ﹤0.01% 424
2025
Q2 		$546K Buy
3,546
+2,677
+308% +$416K ﹤0.01% 374
2025
Q1 		$134K Buy
+869
New +$127K ﹤0.01% 455
2024
Q1 		– Sell
-510
Closed -$59.1K – 531
2023
Q4 		$59.1K Sell
510
-6
-1% -$670 ﹤0.01% 470
2023
Q3 		$55K Sell
516
-1,039
-67% -$121K ﹤0.01% 461
2023
Q2 		$181K Sell
1,555
-29
-2% -$3.36K ﹤0.01% 416
2023
Q1 		$178K Hold
1,584
– – ﹤0.01% 445
2022
Q4 		$178K Buy
1,584
+25
+2% +$2.75K ﹤0.01% 432
2022
Q3 		$159K Sell
1,559
-25
-2% -$2.86K ﹤0.01% 419
2022
Q2 		$178K Hold
1,584
– – ﹤0.01% 417
2022
Q1 		$189K Hold
1,584
– – ﹤0.01% 418
2021
Q4 		$166K Sell
1,584
-13
-0.8% -$1.23K ﹤0.01% 552
2021
Q3 		$141K Sell
1,597
-161
-9% -$15.6K ﹤0.01% 599
2021
Q2 		$169K Sell
1,758
-5
-0.3% -$501 ﹤0.01% 586
2021
Q1 		$174K Sell
1,763
-438
-20% -$39.9K ﹤0.01% 560
2020
Q4 		$210K Buy
2,201
+271
+14% +$26.1K ﹤0.01% 577
2020
Q3 		$184K Buy
1,930
+3
+0.2% +$299 ﹤0.01% 523
2020
Q2 		$192K Sell
1,927
-2,871
-60% -$290K ﹤0.01% 468
2020
Q1 		$476K Buy
+4,798
New +$528K 0.01% 320

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank Julius Baer & Co's ATO Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Atmos Energy (ATO) stake by 89% in Q1 2026, buying an estimated $429K and bringing the position to 5,145 shares worth $950K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Bank Julius Baer & Co first reported a position in ATO in Q1 2020 and has held it in 21 quarters since. 1,016 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Bank Julius Baer & Co held 5,145 shares of Atmos Energy worth $950K as of Q1 2026.
  • Bank Julius Baer & Co bought 2,425 Atmos Energy shares in Q1 2026, an estimated $429K.
  • Atmos Energy made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #385 holding.
  • Bank Julius Baer & Co first reported a position in Atmos Energy in Q1 2020 and has held it in 21 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.