Cerity Partners
ATO icon

Cerity Partners’s Atmos Energy ATO Stock Holding History

Cerity Partners’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 		$12.1M Buy
70,295
+10,999
+19% +$1.97M 0.01% 668
2026
Q1 		$11M Buy
59,296
+8,600
+17% +$1.52M 0.02% 650
2025
Q4 		$8.5M Sell
50,696
-12,465
-20% -$2.16M 0.01% 707
2025
Q3 		$10.8M Sell
63,161
-1,394
-2% -$225K 0.02% 551
2025
Q2 		$9.95M Buy
64,555
+10,093
+19% +$1.57M 0.02% 544
2025
Q1 		$8.42M Sell
54,462
-10,990
-17% -$1.6M 0.02% 551
2024
Q4 		$9.08M Sell
65,452
-2,277
-3% -$324K 0.02% 512
2024
Q3 		$9.39M Buy
67,729
+16,409
+32% +$2.11M 0.02% 500
2024
Q2 		$5.99M Sell
51,320
-16,761
-25% -$1.95M 0.02% 560
2024
Q1 		$8.09M Buy
68,081
+61,300
+904% +$7.03M 0.02% 514
2023
Q4 		$786K Buy
6,781
+4,481
+195% +$501K ﹤0.01% 1072
2023
Q3 		$244K Sell
2,300
-4,634
-67% -$541K ﹤0.01% 1217
2023
Q2 		$807K Sell
6,934
-627
-8% -$72.6K ﹤0.01% 991
2023
Q1 		$850K Buy
7,561
+2,701
+56% +$307K ﹤0.01% 1053
2022
Q4 		$545K Sell
4,860
-1,725
-26% -$190K ﹤0.01% 905
2022
Q3 		$671K Buy
6,585
+43
+0.7% +$4.93K 0.01% 610
2022
Q2 		$733K Buy
6,542
+2,878
+79% +$330K 0.01% 628
2022
Q1 		$438K Buy
3,664
+582
+19% +$63.6K 0.01% 618
2021
Q4 		$326K Buy
+3,082
New +$292K 0.01% 741

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners's ATO Position: Q2 2026 in Review

Cerity Partners increased its Atmos Energy (ATO) stake by 19% in Q2 2026, buying an estimated $1.97M and bringing the position to 70,295 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #668.

Cerity Partners first reported a position in ATO in Q4 2021 and has held it in 19 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Cerity Partners held 70,295 shares of Atmos Energy worth $12.1M as of Q2 2026.
  • Cerity Partners bought 10,999 Atmos Energy shares in Q2 2026, an estimated $1.97M.
  • Atmos Energy made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #668 holding.
  • Cerity Partners first reported a position in Atmos Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.