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Edmond de Rothschild Holding’s Atmos Energy ATO Stock Holding History

Edmond de Rothschild Holding’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 		$24.5K Buy
+142
New +$25.4K ﹤0.01% 548
2021
Q4 		– Sell
-200
Closed -$18K – 823
2021
Q3 		$18K Buy
+200
New +$19.3K ﹤0.01% 757

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

Edmond de Rothschild Holding's ATO Position: Q2 2026 in Review

Edmond de Rothschild Holding opened a new position in Atmos Energy (ATO) in Q2 2026: 142 shares worth $24.5K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Edmond de Rothschild Holding previously reported a position in ATO as recently as Q3 2021.

Edmond de Rothschild Holding first reported a position in ATO in Q3 2021 and has held it in 2 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Edmond de Rothschild Holding held 142 shares of Atmos Energy worth $24.5K as of Q2 2026.
  • Atmos Energy was a new Edmond de Rothschild Holding position in Q2 2026.
  • Atmos Energy made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #548 holding.
  • Edmond de Rothschild Holding first reported a position in Atmos Energy in Q3 2021 and has held it in 2 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.