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Bleakley Financial Group’s Atmos Energy ATO Stock Holding History

Bleakley Financial Group’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 		$3.3M Buy
19,155
+6,126
+47% +$1.1M 0.04% 341
2026
Q1 		$2.41M Buy
13,029
+1,922
+17% +$340K 0.04% 353
2025
Q4 		$1.86M Buy
11,107
+922
+9% +$159K 0.03% 368
2025
Q3 		$1.74M Buy
+10,185
New +$1.64M 0.04% 318
2025
Q1 		– Sell
-1,572
Closed -$219K – 542
2024
Q4 		$219K Buy
+1,572
New +$224K 0.01% 919

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Bleakley Financial Group's ATO Position: Q2 2026 in Review

Bleakley Financial Group increased its Atmos Energy (ATO) stake by 47% in Q2 2026, buying an estimated $1.1M and bringing the position to 19,155 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #341.

Bleakley Financial Group first reported a position in ATO in Q4 2024 and has held it in 5 quarters since. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Bleakley Financial Group held 19,155 shares of Atmos Energy worth $3.3M as of Q2 2026.
  • Bleakley Financial Group bought 6,126 Atmos Energy shares in Q2 2026, an estimated $1.1M.
  • Atmos Energy made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #341 holding.
  • Bleakley Financial Group first reported a position in Atmos Energy in Q4 2024 and has held it in 5 quarters since.
  • 563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.