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Dorsey & Whitney Trust’s Atmos Energy ATO Stock Holding History

Dorsey & Whitney Trust’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 		$491K Sell
2,852
-30
-1% -$5.37K 0.02% 455
2026
Q1 		$532K Buy
2,882
+4
+0.1% +$707 0.03% 421
2025
Q4 		$482K Buy
2,878
+39
+1% +$6.74K 0.03% 440
2025
Q3 		$485K Hold
2,839
– – 0.03% 435
2025
Q2 		$438K Buy
2,839
+268
+10% +$41.6K 0.02% 444
2025
Q1 		$397K Sell
2,571
-251
-9% -$36.6K 0.02% 453
2024
Q4 		$393K Buy
2,822
+29
+1% +$4.13K 0.02% 447
2024
Q3 		$387K Buy
2,793
+423
+18% +$54.3K 0.02% 448
2024
Q2 		$276K Sell
2,370
-16
-0.7% -$1.86K 0.02% 497
2024
Q1 		$284K Buy
2,386
+8
+0.3% +$918 0.02% 493
2023
Q4 		$276K Sell
2,378
-11
-0.5% -$1.23K 0.02% 471
2023
Q3 		$253K Hold
2,389
– – 0.02% 473
2023
Q2 		$278K Buy
2,389
+16
+0.7% +$1.85K 0.02% 461
2023
Q1 		$267K Buy
2,373
+90
+4% +$10.2K 0.02% 451
2022
Q4 		$256K Buy
2,283
+43
+2% +$4.73K 0.02% 454
2022
Q3 		$228K Buy
2,240
+64
+3% +$7.33K 0.02% 477
2022
Q2 		$244K Hold
2,176
– – 0.02% 459
2022
Q1 		$260K Hold
2,176
– – 0.02% 465
2021
Q4 		$228K Sell
2,176
-101
-4% -$9.57K 0.02% 495
2021
Q3 		$201K Sell
2,277
-90
-4% -$8.7K 0.02% 513
2021
Q2 		$227K Sell
2,367
-233
-9% -$23.4K 0.02% 478
2021
Q1 		$257K Buy
2,600
+184
+8% +$16.7K 0.03% 431
2020
Q4 		$231K Buy
+2,416
New +$233K 0.03% 412
2020
Q3 		– Sell
-2,079
Closed -$206K – 438
2020
Q2 		$206K Buy
+2,079
New +$210K 0.03% 387
2020
Q1 		– Sell
-1,868
Closed -$209K – 406
2019
Q4 		$209K Sell
1,868
-130
-7% -$14.3K 0.03% 404
2019
Q3 		$228K Hold
1,998
– – 0.03% 363
2019
Q2 		$210K Hold
1,998
– – 0.03% 354
2019
Q1 		$205K Buy
+1,998
New +$195K 0.03% 360

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Dorsey & Whitney Trust's ATO Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its Atmos Energy (ATO) stake by 1% in Q2 2026, selling an estimated $5.37K and leaving 2,852 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #455.

Dorsey & Whitney Trust first reported a position in ATO in Q1 2019 and has held it in 28 quarters since. The position peaked at $532K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Dorsey & Whitney Trust held 2,852 shares of Atmos Energy worth $491K as of Q2 2026.
  • Dorsey & Whitney Trust sold 30 Atmos Energy shares in Q2 2026, an estimated $5.37K.
  • Atmos Energy made up 0.02% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #455 holding.
  • Dorsey & Whitney Trust first reported a position in Atmos Energy in Q1 2019 and has held it in 28 quarters since.
  • Dorsey & Whitney Trust's Atmos Energy position peaked at $532K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.