ClearBridge Investments’s Atmos Energy ATO Stock Holding History

ClearBridge Investments’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	$43.8M	Buy	254,286 +32,417	+15%	+$5.81M	0.04%	344
2026 Q1	$41M	Buy	221,869 +85,236	+62%	+$15.1M	0.04%	340
2025 Q4	$22.9M	Buy	136,633 +47,242	+53%	+$8.17M	0.02%	419
2025 Q3	$15.3M	Buy	89,391 +85,641	+2,284%	+$13.8M	0.01%	457
2025 Q2	$578K	Hold	3,750	–	–	﹤0.01%	663
2025 Q1	$580K	Hold	3,750	–	–	﹤0.01%	655
2024 Q4	$522K	Hold	3,750	–	–	﹤0.01%	669
2024 Q3	$520K	Hold	3,750	–	–	﹤0.01%	675
2024 Q2	$437K	Hold	3,750	–	–	﹤0.01%	707
2024 Q1	$446K	Hold	3,750	–	–	﹤0.01%	713
2023 Q4	$435K	Hold	3,750	–	–	﹤0.01%	709
2023 Q3	$397K	Hold	3,750	–	–	﹤0.01%	663
2023 Q2	$436K	Hold	3,750	–	–	﹤0.01%	667
2023 Q1	$421K	Hold	3,750	–	–	﹤0.01%	675
2022 Q4	$420K	Hold	3,750	–	–	﹤0.01%	703
2022 Q3	$382K	Hold	3,750	–	–	﹤0.01%	706
2022 Q2	$420K	Hold	3,750	–	–	﹤0.01%	722
2022 Q1	$448K	Hold	3,750	–	–	﹤0.01%	738
2021 Q4	$393K	Hold	3,750	–	–	﹤0.01%	746
2021 Q3	$331K	Hold	3,750	–	–	﹤0.01%	756
2021 Q2	$360K	Hold	3,750	–	–	﹤0.01%	787
2021 Q1	$371K	Hold	3,750	–	–	﹤0.01%	770
2020 Q4	$358K	Hold	3,750	–	–	﹤0.01%	761
2020 Q3	$358K	Hold	3,750	–	–	﹤0.01%	726
2020 Q2	$373K	Hold	3,750	–	–	﹤0.01%	684
2020 Q1	$372K	Hold	3,750	–	–	﹤0.01%	662
2019 Q4	$414K	Hold	3,750	–	–	﹤0.01%	694
2019 Q3	$427K	Hold	3,750	–	–	﹤0.01%	700
2019 Q2	$396K	Hold	3,750	–	–	﹤0.01%	706
2019 Q1	$386K	Hold	3,750	–	–	﹤0.01%	720
2018 Q4	$348K	Hold	3,750	–	–	﹤0.01%	746
2018 Q3	$352K	Hold	3,750	–	–	﹤0.01%	778
2018 Q2	$338K	Hold	3,750	–	–	﹤0.01%	708
2018 Q1	$316K	Hold	3,750	–	–	﹤0.01%	716
2017 Q4	$322K	Hold	3,750	–	–	﹤0.01%	718
2017 Q3	$314K	Hold	3,750	–	–	﹤0.01%	718
2017 Q2	$311K	Hold	3,750	–	–	﹤0.01%	719
2017 Q1	$296K	Hold	3,750	–	–	﹤0.01%	752
2016 Q4	$278K	Hold	3,750	–	–	﹤0.01%	764
2016 Q3	$279K	Hold	3,750	–	–	﹤0.01%	750
2016 Q2	$305K	Hold	3,750	–	–	﹤0.01%	747
2016 Q1	$278K	Hold	3,750	–	–	﹤0.01%	765
2015 Q4	$236K	Hold	3,750	–	–	﹤0.01%	812
2015 Q3	$218K	Hold	3,750	–	–	﹤0.01%	851
2015 Q2	$192K	Hold	3,750	–	–	﹤0.01%	852
2015 Q1	$207K	Hold	3,750	–	–	﹤0.01%	848
2014 Q4	$209K	Hold	3,750	–	–	﹤0.01%	863
2014 Q3	$179K	Hold	3,750	–	–	﹤0.01%	865
2014 Q2	$200K	Hold	3,750	–	–	﹤0.01%	827
2014 Q1	$177K	Hold	3,750	–	–	﹤0.01%	846
2013 Q4	$170K	Hold	3,750	–	–	﹤0.01%	834
2013 Q3	$160K	Hold	3,750	–	–	﹤0.01%	819
2013 Q2	$154K	Buy	+3,750	New	+$160K	﹤0.01%	813

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

ClearBridge Investments's ATO Position: Q2 2026 in Review

ClearBridge Investments increased its Atmos Energy (ATO) stake by 15% in Q2 2026, buying an estimated $5.81M and bringing the position to 254,286 shares worth $43.8M. The position accounts for 0.04% of the portfolio, ranked #344.

ClearBridge Investments first reported a position in ATO in Q2 2013 and has held it in 53 quarters since. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

ClearBridge Investments held 254,286 shares of Atmos Energy worth $43.8M as of Q2 2026.
ClearBridge Investments bought 32,417 Atmos Energy shares in Q2 2026, an estimated $5.81M.
Atmos Energy made up 0.04% of ClearBridge Investments's portfolio in Q2 2026, its #344 holding.
ClearBridge Investments first reported a position in Atmos Energy in Q2 2013 and has held it in 53 quarters since.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.