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Edgestream Partners’s Atmos Energy ATO Stock Holding History

Edgestream Partners’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 		$14.5M Buy
84,088
+43,137
+105% +$7.72M 0.43% 10
2026
Q1 		$7.56M Sell
40,951
-31,569
-44% -$5.58M 0.25% 99
2025
Q4 		$12.2M Buy
+72,520
New +$12.5M 0.34% 38
2025
Q1 		– Sell
-37,170
Closed -$5.18M – 838
2024
Q4 		$5.18M Buy
+37,170
New +$5.29M 0.22% 141
2023
Q4 		– Sell
-9,443
Closed -$1M – 829
2023
Q3 		$1M Buy
+9,443
New +$1.1M 0.08% 401
2023
Q2 		– Sell
-7,840
Closed -$881K – 715
2023
Q1 		$881K Buy
+7,840
New +$892K 0.1% 315
2021
Q4 		– Sell
-66,181
Closed -$5.84M – 479
2021
Q3 		$5.84M Buy
+66,181
New +$6.4M 0.36% 76

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

Edgestream Partners's ATO Position: Q2 2026 in Review

Edgestream Partners increased its Atmos Energy (ATO) stake by 105% in Q2 2026, buying an estimated $7.72M and bringing the position to 84,088 shares worth $14.5M. The position accounts for 0.43% of the portfolio, ranked #10.

Edgestream Partners first reported a position in ATO in Q3 2021 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Edgestream Partners held 84,088 shares of Atmos Energy worth $14.5M as of Q2 2026.
  • Edgestream Partners bought 43,137 Atmos Energy shares in Q2 2026, an estimated $7.72M.
  • Atmos Energy made up 0.43% of Edgestream Partners's portfolio in Q2 2026, its #10 holding.
  • Edgestream Partners first reported a position in Atmos Energy in Q3 2021 and has held it in 7 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.