CWA Asset Management Group’s Atmos Energy ATO Stock Holding History

CWA Asset Management Group’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	$221K	Buy	1,282 +155	+14%	+$27.8K	0.01%	648
2026 Q1	$208K	Buy	+1,127	New	+$199K	0.01%	622
2025 Q4	–	Sell	-2,116	Closed	-$361K	–	655
2025 Q3	$361K	Sell	2,116 -114	-5%	-$18.4K	0.01%	530
2025 Q2	$344K	Sell	2,230 -26	-1%	-$4.04K	0.01%	512
2025 Q1	$349K	Buy	2,256 +39	+2%	+$5.69K	0.02%	483
2024 Q4	$309K	Buy	2,217 +75	+4%	+$10.7K	0.02%	476
2024 Q3	$297K	Buy	+2,142	New	+$275K	0.02%	480
2024 Q1	$370K	Buy	3,110 +777	+33%	+$89.1K	0.02%	369
2023 Q4	$270K	Buy	+2,333	New	+$261K	0.02%	356

Other funds holding ATO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CWA Asset Management Group's ATO Position: Q2 2026 in Review

CWA Asset Management Group increased its Atmos Energy (ATO) stake by 14% in Q2 2026, buying an estimated $27.8K and bringing the position to 1,282 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #648.

CWA Asset Management Group first reported a position in ATO in Q4 2023 and has held it in 9 quarters since. The position peaked at $370K in Q1 2024. 475 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

CWA Asset Management Group held 1,282 shares of Atmos Energy worth $221K as of Q2 2026.
CWA Asset Management Group bought 155 Atmos Energy shares in Q2 2026, an estimated $27.8K.
Atmos Energy made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #648 holding.
CWA Asset Management Group first reported a position in Atmos Energy in Q4 2023 and has held it in 9 quarters since.
CWA Asset Management Group's Atmos Energy position peaked at $370K in Q1 2024.
475 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.