Burney Company’s Atmos Energy ATO Stock Holding History

Burney Company’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	$267K	Sell	1,550 -10	-0.6%	-$1.79K	0.01%	550
2026 Q1	$288K	Buy	1,560 +10	+0.6%	+$1.77K	0.01%	513
2025 Q4	$260K	Hold	1,550	–	–	0.01%	551
2025 Q3	$265K	Hold	1,550	–	–	0.01%	522
2025 Q2	$239K	Hold	1,550	–	–	0.01%	532
2025 Q1	$240K	Sell	1,550 -190	-11%	-$27.7K	0.01%	533
2024 Q4	$242K	Hold	1,740	–	–	0.01%	548
2024 Q3	$241K	Hold	1,740	–	–	0.01%	558
2024 Q2	$203K	Hold	1,740	–	–	0.01%	580
2024 Q1	$207K	Hold	1,740	–	–	0.01%	579
2023 Q4	$202K	Buy	+1,740	New	+$194K	0.01%	566
2023 Q3	–	Sell	-1,740	Closed	-$202K	–	565
2023 Q2	$202K	Buy	+1,740	New	+$201K	0.01%	557
2022 Q2	–	Sell	-1,940	Closed	-$232K	–	546
2022 Q1	$232K	Hold	1,940	–	–	0.01%	538
2021 Q4	$203K	Buy	+1,940	New	+$184K	0.01%	570
2017 Q1	–	Sell	-3,080	Closed	-$228K	–	390
2016 Q4	$228K	Hold	3,080	–	–	0.02%	353
2016 Q3	$234K	Hold	3,080	–	–	0.02%	347
2016 Q2	$250K	Hold	3,080	–	–	0.02%	332
2016 Q1	$229K	Sell	3,080 -268	-8%	-$18.4K	0.02%	359
2015 Q4	$215K	Buy	+3,348	New	+$206K	0.02%	354

Other funds holding ATO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Burney Company's ATO Position: Q2 2026 in Review

Burney Company reduced its Atmos Energy (ATO) stake by 0.64% in Q2 2026, selling an estimated $1.79K and leaving 1,550 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #550.

Burney Company first reported a position in ATO in Q4 2015 and has held it in 19 quarters since. The position peaked at $288K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Burney Company held 1,550 shares of Atmos Energy worth $267K as of Q2 2026.
Burney Company sold 10 Atmos Energy shares in Q2 2026, an estimated $1.79K.
Atmos Energy made up 0.01% of Burney Company's portfolio in Q2 2026, its #550 holding.
Burney Company first reported a position in Atmos Energy in Q4 2015 and has held it in 19 quarters since.
Burney Company's Atmos Energy position peaked at $288K in Q1 2026.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.