Capital Group Private Client Services’s Atmos Energy ATO Stock Holding History

Capital Group Private Client Services’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	$12.3M	Sell	71,187 -9,560	-12%	-$1.71M	0.17%	60
2026 Q1	$14.9M	Sell	80,747 -25,854	-24%	-$4.57M	0.25%	50
2025 Q4	$17.9M	Buy	106,601 +2,715	+3%	+$469K	0.28%	53
2025 Q3	$17.7M	Sell	103,886 -356,397	-77%	-$57.5M	0.3%	50
2025 Q2	$70.9M	Buy	460,283 +3,381	+0.7%	+$525K	0.61%	38
2025 Q1	$70.6M	Buy	456,902 +294,870	+182%	+$43M	0.69%	36
2024 Q4	$22.6M	Buy	+162,032	New	+$23M	0.21%	106

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

Capital Group Private Client Services's ATO Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Atmos Energy (ATO) stake by 12% in Q2 2026, selling an estimated $1.71M and leaving 71,187 shares worth $12.3M. The position accounts for 0.17% of the portfolio, ranked #60.

Capital Group Private Client Services first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.9M in Q2 2025. 1,041 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Capital Group Private Client Services held 71,187 shares of Atmos Energy worth $12.3M as of Q2 2026.
Capital Group Private Client Services sold 9,560 Atmos Energy shares in Q2 2026, an estimated $1.71M.
Atmos Energy made up 0.17% of Capital Group Private Client Services's portfolio in Q2 2026, its #60 holding.
Capital Group Private Client Services first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
Capital Group Private Client Services's Atmos Energy position peaked at $70.9M in Q2 2025.
1,041 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.