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Breakwater Investment Management’s Atmos Energy ATO Stock Holding History

Breakwater Investment Management’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 		$517 Hold
3
– – ﹤0.01% 544
2026
Q1 		$555 Hold
3
– – ﹤0.01% 400
2025
Q4 		$503 Hold
3
– – ﹤0.01% 433
2025
Q3 		$513 Buy
+3
New +$484 ﹤0.01% 424

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Breakwater Investment Management's ATO Position: Q2 2026 in Review

Breakwater Investment Management held its Atmos Energy (ATO) position steady in Q2 2026 at 3 shares worth $517. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Breakwater Investment Management first reported a position in ATO in Q3 2025 and has held it in 4 quarters since. The position peaked at $555 in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Breakwater Investment Management held 3 shares of Atmos Energy worth $517 as of Q2 2026.
  • Breakwater Investment Management left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #544 holding.
  • Breakwater Investment Management first reported a position in Atmos Energy in Q3 2025 and has held it in 4 quarters since.
  • Breakwater Investment Management's Atmos Energy position peaked at $555 in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.