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Bell Investment Advisors’s Atmos Energy ATO Stock Holding History

Bell Investment Advisors’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 		$11.5K Buy
67
+6
+10% +$1.07K ﹤0.01% 664
2026
Q1 		$11.3K Sell
61
-3
-5% -$530 ﹤0.01% 633
2025
Q4 		$10.7K Hold
64
– – ﹤0.01% 671
2025
Q3 		$10.9K Buy
64
+3
+5% +$484 ﹤0.01% 611
2025
Q2 		$9.4K Hold
61
– – ﹤0.01% 696
2025
Q1 		$9.43K Hold
61
– – ﹤0.01% 631
2024
Q4 		$8.5K Sell
61
-4
-6% -$569 ﹤0.01% 673
2024
Q3 		$9.02K Hold
65
– – ﹤0.01% 664
2024
Q2 		$7.58K Sell
65
-4
-6% -$466 ﹤0.01% 724
2024
Q1 		$8.2K Buy
69
+4
+6% +$459 ﹤0.01% 671
2023
Q4 		$7.53K Buy
65
+1
+2% +$112 ﹤0.01% 671
2023
Q3 		$6.78K Buy
64
+15
+31% +$1.75K ﹤0.01% 660
2023
Q2 		$5.7K Buy
49
+4
+9% +$463 ﹤0.01% 748
2023
Q1 		$5.06K Buy
45
+4
+10% +$455 ﹤0.01% 785
2022
Q4 		$4.59K Sell
41
-5
-11% -$550 ﹤0.01% 855
2022
Q3 		$5K Buy
46
+10
+28% +$1.15K ﹤0.01% 647
2022
Q2 		$4K Buy
+36
New +$4.13K ﹤0.01% 768
2021
Q4 		$3K Buy
31
+8
+35% +$758 ﹤0.01% 943
2021
Q3 		$2K Buy
+23
New +$2.22K ﹤0.01% 1020

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Investment Advisors's ATO Position: Q2 2026 in Review

Bell Investment Advisors increased its Atmos Energy (ATO) stake by 9.8% in Q2 2026, buying an estimated $1.07K and bringing the position to 67 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Bell Investment Advisors first reported a position in ATO in Q3 2021 and has held it in 19 quarters since. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Bell Investment Advisors held 67 shares of Atmos Energy worth $11.5K as of Q2 2026.
  • Bell Investment Advisors bought 6 Atmos Energy shares in Q2 2026, an estimated $1.07K.
  • Atmos Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #664 holding.
  • Bell Investment Advisors first reported a position in Atmos Energy in Q3 2021 and has held it in 19 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.