BTI
ATO icon

Blue Trust Inc’s Atmos Energy ATO Stock Holding History

Blue Trust 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 		$1.76M Sell
10,192
-165
-2% -$29.5K 0.02% 202
2026
Q1 		$1.91M Sell
10,357
-1,152
-10% -$204K 0.02% 193
2025
Q4 		$1.93M Buy
11,509
+156
+1% +$27K 0.02% 195
2025
Q3 		$1.94M Sell
11,353
-81
-0.7% -$13.1K 0.02% 191
2025
Q2 		$1.76M Buy
11,434
+10,253
+868% +$1.59M 0.02% 189
2025
Q1 		$183K Buy
1,181
+58
+5% +$8.46K ﹤0.01% 750
2024
Q4 		$156K Sell
1,123
-2,451
-69% -$349K ﹤0.01% 739
2024
Q3 		$417K Buy
3,574
+4
+0.1% +$514 0.01% 537
2024
Q2 		$424K Buy
3,570
+3,274
+1,106% +$382K 0.01% 431
2024
Q1 		$35.2K Sell
296
-814
-73% -$93.4K ﹤0.01% 1036
2023
Q4 		$117K Buy
1,110
+814
+275% +$91K ﹤0.01% 617
2023
Q3 		$34K Buy
296
+132
+80% +$15.4K ﹤0.01% 978
2023
Q2 		$18K Sell
164
-299
-65% -$34.6K ﹤0.01% 1076
2023
Q1 		$52K Buy
463
+116
+33% +$13.2K ﹤0.01% 1014
2022
Q4 		$36K Buy
347
+288
+488% +$31.7K ﹤0.01% 1056
2022
Q3 		$6K Buy
59
+32
+119% +$3.67K ﹤0.01% 1495
2022
Q2 		$3K Buy
+27
New +$3.09K ﹤0.01% 1543

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

Blue Trust Inc's ATO Position: Q2 2026 in Review

Blue Trust Inc reduced its Atmos Energy (ATO) stake by 1.6% in Q2 2026, selling an estimated $29.5K and leaving 10,192 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #202.

Blue Trust Inc first reported a position in ATO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.94M in Q3 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Blue Trust Inc held 10,192 shares of Atmos Energy worth $1.76M as of Q2 2026.
  • Blue Trust Inc sold 165 Atmos Energy shares in Q2 2026, an estimated $29.5K.
  • Atmos Energy made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #202 holding.
  • Blue Trust Inc first reported a position in Atmos Energy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Atmos Energy position peaked at $1.94M in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.