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Contravisory Investment Management’s Atmos Energy ATO Stock Holding History

Contravisory Investment Management’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 		$76.3K Sell
443
-77
-15% -$13.8K 0.01% 253
2026
Q1 		$96.1K Sell
520
-2,359
-82% -$417K 0.02% 231
2025
Q4 		$483K Sell
2,879
-56
-2% -$9.68K 0.1% 147
2025
Q3 		$501K Buy
+2,935
New +$474K 0.1% 150
2024
Q2 		– Sell
-3,763
Closed -$447K – 351
2024
Q1 		$447K Sell
3,763
-12
-0.3% -$1.38K 0.1% 143
2023
Q4 		$438K Sell
3,775
-100
-3% -$11.2K 0.11% 135
2023
Q3 		$410K Buy
3,875
+8
+0.2% +$933 0.12% 121
2023
Q2 		$450K Buy
3,867
+90
+2% +$10.4K 0.12% 123
2023
Q1 		$424K Buy
3,777
+58
+2% +$6.6K 0.12% 110
2022
Q4 		$417K Buy
3,719
+3
+0.1% +$330 0.12% 110
2022
Q3 		$378K Hold
3,716
– – 0.13% 98
2022
Q2 		$417K Hold
3,716
– – 0.14% 92
2022
Q1 		$444K Buy
+3,716
New +$406K 0.13% 105
2020
Q3 		– Sell
-2,519
Closed -$258K – 250
2020
Q2 		$258K Sell
2,519
-13
-0.5% -$1.31K 0.09% 127
2020
Q1 		$251K Sell
2,532
-48
-2% -$5.28K 0.11% 100
2019
Q4 		$289K Buy
2,580
+46
+2% +$5.04K 0.11% 125
2019
Q3 		$289K Buy
+2,534
New +$277K 0.11% 118

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

Contravisory Investment Management's ATO Position: Q2 2026 in Review

Contravisory Investment Management reduced its Atmos Energy (ATO) stake by 15% in Q2 2026, selling an estimated $13.8K and leaving 443 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #253.

Contravisory Investment Management first reported a position in ATO in Q3 2019 and has held it in 17 quarters since. The position peaked at $501K in Q3 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Contravisory Investment Management held 443 shares of Atmos Energy worth $76.3K as of Q2 2026.
  • Contravisory Investment Management sold 77 Atmos Energy shares in Q2 2026, an estimated $13.8K.
  • Atmos Energy made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #253 holding.
  • Contravisory Investment Management first reported a position in Atmos Energy in Q3 2019 and has held it in 17 quarters since.
  • Contravisory Investment Management's Atmos Energy position peaked at $501K in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.