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Cary Street Partners Investment Advisory’s Atmos Energy ATO Stock Holding History

Cary Street Partners Investment Advisory’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 		$368K Buy
2,137
+233
+12% +$41.7K 0.07% 251
2026
Q1 		$352K Sell
1,904
-40
-2% -$7.07K 0.09% 242
2025
Q4 		$326K Sell
1,944
-4
-0.2% -$692 0.09% 228
2025
Q3 		$333K Buy
1,948
+43
+2% +$6.94K 0.14% 166
2025
Q2 		$294K Buy
1,905
+34
+2% +$5.28K 0.14% 162
2025
Q1 		$289K Buy
1,871
+68
+4% +$9.92K 0.17% 151
2024
Q4 		$251K Sell
1,803
-261
-13% -$37.1K 0.16% 140
2024
Q3 		$286K Sell
2,064
-178
-8% -$22.9K 0.01% 636
2024
Q2 		$262K Buy
2,242
+226
+11% +$26.3K 0.01% 638
2024
Q1 		$240K Buy
2,016
+1
+0% +$115 0.01% 613
2023
Q4 		$233K Buy
2,015
+1,440
+250% +$161K 0.01% 580
2023
Q3 		$60.9K Buy
575
+60
+12% +$7K ﹤0.01% 815
2023
Q2 		$59.9K Buy
515
+80
+18% +$9.26K ﹤0.01% 774
2023
Q1 		$48.9K Sell
435
-90
-17% -$10.2K ﹤0.01% 748
2022
Q4 		$58.8K Buy
+525
New +$57.7K ﹤0.01% 700
2020
Q4 		– Sell
-100
Closed -$10K – 383
2020
Q3 		$10K Buy
+100
New +$9.98K ﹤0.01% 758

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Cary Street Partners Investment Advisory's ATO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Atmos Energy (ATO) stake by 12% in Q2 2026, buying an estimated $41.7K and bringing the position to 2,137 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #251.

Cary Street Partners Investment Advisory first reported a position in ATO in Q3 2020 and has held it in 16 quarters since. 694 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,137 shares of Atmos Energy worth $368K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 233 Atmos Energy shares in Q2 2026, an estimated $41.7K.
  • Atmos Energy made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #251 holding.
  • Cary Street Partners Investment Advisory first reported a position in Atmos Energy in Q3 2020 and has held it in 16 quarters since.
  • 694 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.