CIA
ATO icon

Concurrent Investment Advisors’s Atmos Energy ATO Stock Holding History

Concurrent Investment Advisors’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 		$2M Sell
11,607
-495
-4% -$88.6K 0.02% 721
2026
Q1 		$2.24M Buy
12,102
+3,354
+38% +$593K 0.02% 576
2025
Q4 		$1.47M Buy
8,748
+2,438
+39% +$422K 0.02% 685
2025
Q3 		$1.08M Sell
6,310
-61
-1% -$9.85K 0.02% 633
2025
Q2 		$982K Buy
6,371
+644
+11% +$100K 0.02% 601
2025
Q1 		$885K Buy
5,727
+185
+3% +$27K 0.02% 581
2024
Q4 		$772K Sell
5,542
-97
-2% -$13.8K 0.02% 556
2024
Q3 		$782K Sell
5,639
-43
-0.8% -$5.52K 0.02% 523
2024
Q2 		$663K Buy
5,682
+604
+12% +$70.4K 0.02% 522
2024
Q1 		$604K Sell
5,078
-2,190
-30% -$251K 0.02% 494
2023
Q4 		$842K Buy
+7,268
New +$812K 0.04% 364

Other funds holding ATO

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
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's ATO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Atmos Energy (ATO) stake by 4.1% in Q2 2026, selling an estimated $88.6K and leaving 11,607 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #721.

Concurrent Investment Advisors first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q1 2026. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Concurrent Investment Advisors held 11,607 shares of Atmos Energy worth $2M as of Q2 2026.
  • Concurrent Investment Advisors sold 495 Atmos Energy shares in Q2 2026, an estimated $88.6K.
  • Atmos Energy made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #721 holding.
  • Concurrent Investment Advisors first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Atmos Energy position peaked at $2.24M in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.