Cary Street Partners’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$99.1K Sell
575
-5
-0.9% -$895 ﹤0.01% 1002
2026
Q1
$107K Buy
580
+105
+22% +$18.6K ﹤0.01% 899
2025
Q4
$79.6K Hold
475
﹤0.01% 918
2025
Q3
$81.1K Buy
475
+17
+4% +$2.75K ﹤0.01% 873
2025
Q2
$70.6K Buy
458
+34
+8% +$5.28K ﹤0.01% 853
2025
Q1
$65.5K Buy
424
+158
+59% +$23K ﹤0.01% 819
2024
Q4
$37K Buy
+266
New +$37.8K ﹤0.01% 805

Other funds holding ATO

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

Cary Street Partners reduced its Atmos Energy (ATO) stake by 0.86% in Q2 2026, selling an estimated $895 and leaving 575 shares worth $99.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Cary Street Partners first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Cary Street Partners held 575 shares of Atmos Energy worth $99.1K as of Q2 2026.
  • Cary Street Partners sold 5 Atmos Energy shares in Q2 2026, an estimated $895.
  • Atmos Energy made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1002 holding.
  • Cary Street Partners first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Atmos Energy position peaked at $107K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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