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Brown, Lisle/Cummings’s Atmos Energy ATO Stock Holding History

Brown, Lisle/Cummings’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 		$7.41K Sell
43
-14
-25% -$2.51K ﹤0.01% 642
2026
Q1 		$10.5K Buy
+57
New +$10.1K ﹤0.01% 566

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

Brown, Lisle/Cummings's ATO Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Atmos Energy (ATO) stake by 25% in Q2 2026, selling an estimated $2.51K and leaving 43 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Brown, Lisle/Cummings first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.5K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Brown, Lisle/Cummings held 43 shares of Atmos Energy worth $7.41K as of Q2 2026.
  • Brown, Lisle/Cummings sold 14 Atmos Energy shares in Q2 2026, an estimated $2.51K.
  • Atmos Energy made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #642 holding.
  • Brown, Lisle/Cummings first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's Atmos Energy position peaked at $10.5K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.