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Brinker Capital Investments’s Atmos Energy ATO Stock Holding History

Brinker Capital Investments’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 		$3.59M Buy
20,849
+3,324
+19% +$595K 0.03% 512
2026
Q1 		$3.24M Buy
17,525
+102
+0.6% +$18K 0.03% 532
2025
Q4 		$2.92M Buy
17,423
+2,148
+14% +$371K 0.02% 655
2025
Q3 		$2.61M Buy
15,275
+2,715
+22% +$438K 0.02% 697
2025
Q2 		$1.94M Buy
12,560
+3,951
+46% +$614K 0.02% 802
2025
Q1 		$1.33M Buy
8,609
+3,729
+76% +$544K 0.01% 921
2024
Q4 		$680K Buy
4,880
+728
+18% +$104K 0.01% 1233
2024
Q3 		$576K Buy
4,152
+137
+3% +$17.6K 0.01% 1286
2024
Q2 		$468K Sell
4,015
-272
-6% -$31.7K ﹤0.01% 1296
2024
Q1 		$510K Buy
4,287
+1,009
+31% +$116K 0.01% 1253
2023
Q4 		$390K Sell
3,278
-506
-13% -$56.5K ﹤0.01% 1303
2023
Q3 		$401K Sell
3,784
-335
-8% -$39.1K ﹤0.01% 1282
2023
Q2 		$479K Buy
4,119
+620
+18% +$71.8K 0.01% 1227
2023
Q1 		$393K Buy
+3,499
New +$398K ﹤0.01% 1236
2020
Q1 		– Sell
-36
Closed -$4K – 334
2019
Q4 		$4K Hold
36
– – ﹤0.01% 680
2019
Q3 		$4K Hold
36
– – ﹤0.01% 648
2019
Q2 		$4K Hold
36
– – ﹤0.01% 848
2019
Q1 		$4K Hold
36
– – ﹤0.01% 722
2018
Q4 		$3K Hold
36
– – ﹤0.01% 588
2018
Q3 		$3K Buy
+36
New +$3.32K ﹤0.01% 572

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

Brinker Capital Investments's ATO Position: Q2 2026 in Review

Brinker Capital Investments increased its Atmos Energy (ATO) stake by 19% in Q2 2026, buying an estimated $595K and bringing the position to 20,849 shares worth $3.59M. The position accounts for 0.03% of the portfolio, ranked #512.

Brinker Capital Investments first reported a position in ATO in Q3 2018 and has held it in 20 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Brinker Capital Investments held 20,849 shares of Atmos Energy worth $3.59M as of Q2 2026.
  • Brinker Capital Investments bought 3,324 Atmos Energy shares in Q2 2026, an estimated $595K.
  • Atmos Energy made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #512 holding.
  • Brinker Capital Investments first reported a position in Atmos Energy in Q3 2018 and has held it in 20 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.