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Benjamin Edwards Inc’s Atmos Energy ATO Stock Holding History

Benjamin Edwards 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 		$58.8M Buy
341,125
+1,822
+0.5% +$326K 0.54% 34
2026
Q1 		$62.7M Sell
339,303
-12,914
-4% -$2.28M 0.62% 30
2025
Q4 		$59M Sell
352,217
-5,752
-2% -$995K 0.65% 29
2025
Q3 		$61.1M Buy
357,969
+6,018
+2% +$972K 0.69% 30
2025
Q2 		$54.2M Buy
351,951
+5,974
+2% +$928K 0.69% 38
2025
Q1 		$53.5M Buy
345,977
+51,854
+18% +$7.56M 0.75% 32
2024
Q4 		$41M Buy
294,123
+2,551
+0.9% +$363K 0.59% 43
2024
Q3 		$40.4M Buy
291,572
+278,961
+2,212% +$35.8M 0.59% 42
2024
Q2 		$1.47M Buy
12,611
+1,765
+16% +$206K 0.28% 94
2024
Q1 		$1.29M Buy
10,846
+830
+8% +$95.2K 0.26% 104
2023
Q4 		$1.16M Buy
10,016
+173
+2% +$19.3K 0.25% 114
2023
Q3 		$1.04M Buy
9,843
+28
+0.3% +$3.27K 0.25% 121
2023
Q2 		$1.14M Buy
9,815
+194
+2% +$22.5K 0.27% 112
2023
Q1 		$1.08M Buy
9,621
+297
+3% +$33.8K 0.26% 110
2022
Q4 		$1.04M Buy
9,324
+326
+4% +$35.9K 0.27% 105
2022
Q3 		$916K Buy
8,998
+366
+4% +$41.9K 0.28% 109
2022
Q2 		$968K Buy
8,632
+1,227
+17% +$141K 0.28% 105
2022
Q1 		$885K Buy
7,405
+1,901
+35% +$208K 0.26% 118
2021
Q4 		$577K Buy
+5,504
New +$522K 0.19% 136
2020
Q2 		– Sell
-189
Closed -$19K – 368
2020
Q1 		$19K Buy
+189
New +$20.8K 0.02% 244

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

Benjamin Edwards Inc's ATO Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Atmos Energy (ATO) stake by 0.54% in Q2 2026, buying an estimated $326K and bringing the position to 341,125 shares worth $58.8M. The position accounts for 0.54% of the portfolio, ranked #34.

Benjamin Edwards Inc first reported a position in ATO in Q1 2020 and has held it in 20 quarters since. The position peaked at $62.7M in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Benjamin Edwards Inc held 341,125 shares of Atmos Energy worth $58.8M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,822 Atmos Energy shares in Q2 2026, an estimated $326K.
  • Atmos Energy made up 0.54% of Benjamin Edwards Inc's portfolio in Q2 2026, its #34 holding.
  • Benjamin Edwards Inc first reported a position in Atmos Energy in Q1 2020 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's Atmos Energy position peaked at $62.7M in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.