Bruce G. Allen Investments’s Atmos Energy ATO Stock Holding History

Bruce G. Allen 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	$67.2K	Hold	390	–	–	0.04%	225
2026 Q1	$72K	Sell	390 -4	-1%	-$707	0.05%	203
2025 Q4	$66K	Sell	394 -18	-4%	-$3.11K	0.04%	219
2025 Q3	$70.3K	Sell	412 -6	-1%	-$969	0.05%	214
2025 Q2	$64.4K	Buy	418 +3	+0.7%	+$466	0.05%	219
2025 Q1	$64.2K	Sell	415 -22	-5%	-$3.21K	0.05%	204
2024 Q4	$60.9K	Hold	437	–	–	0.05%	222
2024 Q3	$60.6K	Buy	437 +9	+2%	+$1.16K	0.05%	226
2024 Q2	$49.9K	Sell	428 -3	-0.7%	-$350	0.04%	233
2024 Q1	$51.2K	Buy	431 +17	+4%	+$1.95K	0.04%	236
2023 Q4	$48K	Buy	+414	New	+$46.3K	0.04%	236

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bruce G. Allen Investments's ATO Position: Q2 2026 in Review

Bruce G. Allen Investments held its Atmos Energy (ATO) position steady in Q2 2026 at 390 shares worth $67.2K. The position accounts for 0.04% of the portfolio, ranked #225.

Bruce G. Allen Investments first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $72K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Bruce G. Allen Investments held 390 shares of Atmos Energy worth $67.2K as of Q2 2026.
Bruce G. Allen Investments left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #225 holding.
Bruce G. Allen Investments first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Atmos Energy position peaked at $72K in Q1 2026.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.