EI
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Ethic Inc’s Atmos Energy ATO Stock Holding History

Ethic Inc’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 		$3.7M Sell
21,483
-3,211
-13% -$575K 0.05% 358
2026
Q1 		$4.56M Sell
24,694
-1,215
-5% -$215K 0.07% 283
2025
Q4 		$4.34M Buy
25,909
+880
+4% +$152K 0.07% 285
2025
Q3 		$4.27M Sell
25,029
-3,208
-11% -$518K 0.07% 281
2025
Q2 		$4.31M Sell
28,237
-20,497
-42% -$3.18M 0.08% 267
2025
Q1 		$7.55M Buy
48,734
+3,568
+8% +$520K 0.15% 140
2024
Q4 		$6.29M Buy
45,166
+12,367
+38% +$1.76M 0.13% 172
2024
Q3 		$3.9M Sell
32,799
-14,470
-31% -$1.86M 0.1% 238
2024
Q2 		$5.51M Buy
47,269
+14,470
+44% +$1.69M 0.13% 169
2024
Q1 		$3.9M Buy
32,799
+3,403
+12% +$390K 0.1% 239
2023
Q4 		$3.41M Buy
29,396
+1,629
+6% +$182K 0.1% 240
2023
Q3 		$2.94M Buy
27,767
+1,605
+6% +$187K 0.1% 238
2023
Q2 		$3.04M Buy
26,162
+6,226
+31% +$721K 0.11% 221
2023
Q1 		$2.24M Buy
19,936
+830
+4% +$94.4K 0.09% 268
2022
Q4 		$2.14M Buy
19,106
+489
+3% +$53.8K 0.12% 225
2022
Q3 		$1.9M Buy
18,617
+325
+2% +$37.2K 0.13% 199
2022
Q2 		$2.05M Buy
18,292
+4,193
+30% +$480K 0.14% 178
2022
Q1 		$1.69M Buy
14,099
+1,248
+10% +$136K 0.12% 226
2021
Q4 		$1.35M Buy
12,851
+757
+6% +$71.8K 0.1% 224
2021
Q3 		$1.07M Buy
12,094
+1,829
+18% +$177K 0.11% 227
2021
Q2 		$987K Sell
10,265
-615
-6% -$61.7K 0.12% 210
2021
Q1 		$1.08M Buy
10,880
+4,714
+76% +$429K 0.19% 134
2020
Q4 		$588K Buy
6,166
+447
+8% +$43.1K 0.16% 170
2020
Q3 		$547K Buy
5,719
+1,112
+24% +$111K 0.21% 123
2020
Q2 		$459K Buy
4,607
+2,130
+86% +$215K 0.26% 113
2020
Q1 		$246K Buy
+2,477
New +$272K 0.21% 155

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Ethic Inc's ATO Position: Q2 2026 in Review

Ethic Inc reduced its Atmos Energy (ATO) stake by 13% in Q2 2026, selling an estimated $575K and leaving 21,483 shares worth $3.7M. The position accounts for 0.05% of the portfolio, ranked #358.

Ethic Inc first reported a position in ATO in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.55M in Q1 2025. 341 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Ethic Inc held 21,483 shares of Atmos Energy worth $3.7M as of Q2 2026.
  • Ethic Inc sold 3,211 Atmos Energy shares in Q2 2026, an estimated $575K.
  • Atmos Energy made up 0.05% of Ethic Inc's portfolio in Q2 2026, its #358 holding.
  • Ethic Inc first reported a position in Atmos Energy in Q1 2020 and has held it in 26 quarters since.
  • Ethic Inc's Atmos Energy position peaked at $7.55M in Q1 2025.
  • 341 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.