Corient Private Wealth
ATO icon

Corient Private Wealth’s Atmos Energy ATO Stock Holding History

Corient Private Wealth’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 		$13.8M Sell
80,046
-14,271
-15% -$2.56M 0.02% 545
2026
Q1 		$17.1M Buy
94,317
+36,536
+63% +$6.46M 0.02% 433
2025
Q4 		$9.69M Buy
57,781
+2,402
+4% +$415K 0.01% 568
2025
Q3 		$9.46M Buy
55,379
+7,041
+15% +$1.14M 0.01% 534
2025
Q2 		$7.45M Sell
48,338
-2,450
-5% -$381K 0.01% 594
2025
Q1 		$7.85M Buy
50,788
+6,483
+15% +$946K 0.01% 571
2024
Q4 		$6.17M Buy
44,305
+11,029
+33% +$1.57M 0.01% 642
2024
Q3 		$4.62M Buy
33,276
+528
+2% +$67.8K 0.01% 777
2024
Q2 		$3.82M Buy
32,748
+11
+0% +$1.28K 0.01% 785
2024
Q1 		$3.89M Buy
32,737
+192
+0.6% +$22K 0.01% 779
2023
Q4 		$3.77M Buy
32,545
+4,236
+15% +$473K 0.01% 777
2023
Q3 		$3M Sell
28,309
-5,722
-17% -$668K 0.01% 774
2023
Q2 		$3.96M Buy
34,031
+2,077
+6% +$240K 0.01% 701
2023
Q1 		$3.59M Buy
31,954
+5,973
+23% +$679K 0.01% 678
2022
Q4 		$2.91M Buy
+25,981
New +$2.86M 0.01% 616

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

Corient Private Wealth's ATO Position: Q2 2026 in Review

Corient Private Wealth reduced its Atmos Energy (ATO) stake by 15% in Q2 2026, selling an estimated $2.56M and leaving 80,046 shares worth $13.8M. The position accounts for 0.02% of the portfolio, ranked #545.

Corient Private Wealth first reported a position in ATO in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.1M in Q1 2026. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Corient Private Wealth held 80,046 shares of Atmos Energy worth $13.8M as of Q2 2026.
  • Corient Private Wealth sold 14,271 Atmos Energy shares in Q2 2026, an estimated $2.56M.
  • Atmos Energy made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #545 holding.
  • Corient Private Wealth first reported a position in Atmos Energy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Atmos Energy position peaked at $17.1M in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.