Commonwealth Equity Services’s Atmos Energy ATO Stock Holding History

Commonwealth Equity 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	$3.45M	Sell	20,043 -1,073	-5%	-$192K	﹤0.01%	1675
2026 Q1	$3.9M	Sell	21,116 -1,185	-5%	-$209K	0.01%	1520
2025 Q4	$3.74M	Sell	22,301 -8,059	-27%	-$1.39M	0.01%	1527
2025 Q3	$5.18M	Buy	30,360 +1,536	+5%	+$248K	0.01%	1325
2025 Q2	$4.44M	Sell	28,824 -1,007	-3%	-$156K	0.01%	1411
2025 Q1	$4.61M	Buy	29,831 +4,495	+18%	+$656K	0.01%	1324
2024 Q4	$3.53M	Buy	25,336 +1,922	+8%	+$273K	0.01%	1464
2024 Q3	$3.25M	Sell	23,414 -218	-0.9%	-$28K	﹤0.01%	1520
2024 Q2	$2.76M	Buy	23,632 +1,581	+7%	+$184K	﹤0.01%	1582
2024 Q1	$2.62M	Sell	22,051 -359	-2%	-$41.2K	﹤0.01%	1590
2023 Q4	$2.6M	Sell	22,410 -190	-0.8%	-$21.2K	﹤0.01%	1517
2023 Q3	$2.39M	Sell	22,600 -407	-2%	-$47.5K	0.01%	1481
2023 Q2	$2.68M	Sell	23,007 -96	-0.4%	-$11.1K	0.01%	1432
2023 Q1	$2.6K	Buy	23,103 +444	+2%	+$50.5K	0.01%	1397
2022 Q4	$2.54M	Buy	22,659 +1,682	+8%	+$185K	0.01%	1345
2022 Q3	$2.14M	Buy	20,977 +869	+4%	+$99.6K	0.01%	1372
2022 Q2	$2.25M	Sell	20,108 -271	-1%	-$31.1K	0.01%	1359
2022 Q1	$2.44M	Buy	20,379 +926	+5%	+$101K	0.01%	1385
2021 Q4	$2.04M	Buy	19,453 +737	+4%	+$69.9K	﹤0.01%	1479
2021 Q3	$1.65M	Sell	18,716 -254	-1%	-$24.6K	﹤0.01%	1557
2021 Q2	$1.82M	Buy	18,970 +1,418	+8%	+$142K	﹤0.01%	1488
2021 Q1	$1.74M	Sell	17,552 -51	-0.3%	-$4.64K	﹤0.01%	1423
2020 Q4	$1.68M	Sell	17,603 -1,534	-8%	-$148K	0.01%	1324
2020 Q3	$1.83M	Sell	19,137 -650	-3%	-$64.9K	0.01%	1147
2020 Q2	$1.97M	Buy	19,787 +111	+0.6%	+$11.2K	0.01%	1038
2020 Q1	$1.95M	Sell	19,676 -13	-0.1%	-$1.43K	0.01%	912
2019 Q4	$2.2M	Buy	19,689 +1,071	+6%	+$117K	0.01%	977
2019 Q3	$2.12M	Buy	18,618 +84	+0.5%	+$9.18K	0.01%	944
2019 Q2	$1.96M	Sell	18,534 -1,061	-5%	-$109K	0.01%	975
2019 Q1	$2.02M	Buy	19,595 +529	+3%	+$51.6K	0.01%	916
2018 Q4	$1.77M	Buy	19,066 +938	+5%	+$89.6K	0.01%	909
2018 Q3	$1.7M	Buy	18,128 +404	+2%	+$37.3K	0.01%	1005
2018 Q2	$1.6M	Buy	17,724 +1,659	+10%	+$144K	0.01%	1025
2018 Q1	$1.35M	Buy	16,065 +663	+4%	+$54K	0.01%	1080
2017 Q4	$1.32M	Sell	15,402 -136	-0.9%	-$12K	0.01%	1077
2017 Q3	$1.3M	Buy	15,538 +1,506	+11%	+$130K	0.01%	1047
2017 Q2	$1.16M	Sell	14,032 -273	-2%	-$22.4K	0.01%	1069
2017 Q1	$1.13M	Sell	14,305 -213	-1%	-$16.3K	0.01%	1057
2016 Q4	$1.08M	Buy	14,518 +738	+5%	+$53.3K	0.01%	997
2016 Q3	$1.03M	Sell	13,780 -134	-1%	-$10.3K	0.01%	988
2016 Q2	$1.13M	Buy	13,914 +305	+2%	+$22.6K	0.01%	913
2016 Q1	$1.01M	Sell	13,609 -22,753	-63%	-$1.56M	0.01%	933
2015 Q4	$2.29M	Sell	36,362 -188	-0.5%	-$11.6K	0.02%	572
2015 Q3	$2.13M	Buy	36,550 +12,197	+50%	+$670K	0.02%	563
2015 Q2	$1.25M	Buy	24,353 +8,695	+56%	+$466K	0.01%	849
2015 Q1	$866K	Buy	15,658 +1,690	+12%	+$93K	0.01%	1027
2014 Q4	$779K	Sell	13,968 -320	-2%	-$16.9K	0.01%	1028
2014 Q3	$682K	Sell	14,288 -1,671	-10%	-$83.4K	0.01%	1062
2014 Q2	$852K	Sell	15,959 -923	-5%	-$46.6K	0.01%	954
2014 Q1	$796K	Buy	16,882 +486	+3%	+$22.4K	0.01%	936
2013 Q4	$745K	Sell	16,396 -548	-3%	-$24.2K	0.01%	936
2013 Q3	$722K	Sell	16,944 -2,324	-12%	-$98.1K	0.01%	888
2013 Q2	$791K	Buy	+19,268	New	+$821K	0.01%	787

Other funds holding ATO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's ATO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Atmos Energy (ATO) stake by 5.1% in Q2 2026, selling an estimated $192K and leaving 20,043 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Commonwealth Equity Services first reported a position in ATO in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.18M in Q3 2025. 372 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Commonwealth Equity Services held 20,043 shares of Atmos Energy worth $3.45M as of Q2 2026.
Commonwealth Equity Services sold 1,073 Atmos Energy shares in Q2 2026, an estimated $192K.
Atmos Energy made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1675 holding.
Commonwealth Equity Services first reported a position in Atmos Energy in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's Atmos Energy position peaked at $5.18M in Q3 2025.
372 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.