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Equitable Trust’s Atmos Energy ATO Stock Holding History

Equitable 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 		$374K Sell
2,172
-193
-8% -$34.6K 0.02% 355
2026
Q1 		$437K Buy
2,365
+39
+2% +$6.89K 0.02% 347
2025
Q4 		$390K Hold
2,326
– – 0.02% 361
2025
Q3 		$397K Hold
2,326
– – 0.02% 356
2025
Q2 		$358K Sell
2,326
-260
-10% -$40.4K 0.02% 355
2025
Q1 		$400K Sell
2,586
-116
-4% -$16.9K 0.02% 349
2024
Q4 		$376K Hold
2,702
– – 0.02% 374
2024
Q3 		$375K Buy
+2,702
New +$347K 0.02% 361
2023
Q3 		– Sell
-1,846
Closed -$215K – 398
2023
Q2 		$215K Buy
+1,846
New +$214K 0.02% 384

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

Equitable Trust's ATO Position: Q2 2026 in Review

Equitable Trust reduced its Atmos Energy (ATO) stake by 8.2% in Q2 2026, selling an estimated $34.6K and leaving 2,172 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #355.

Equitable Trust first reported a position in ATO in Q2 2023 and has held it in 9 quarters since. The position peaked at $437K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Equitable Trust held 2,172 shares of Atmos Energy worth $374K as of Q2 2026.
  • Equitable Trust sold 193 Atmos Energy shares in Q2 2026, an estimated $34.6K.
  • Atmos Energy made up 0.02% of Equitable Trust's portfolio in Q2 2026, its #355 holding.
  • Equitable Trust first reported a position in Atmos Energy in Q2 2023 and has held it in 9 quarters since.
  • Equitable Trust's Atmos Energy position peaked at $437K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.