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Excelsior Advisor Network’s Atmos Energy ATO Stock Holding History

Excelsior Advisor Network’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 		$2.15M Buy
12,492
+9,477
+314% +$1.7M 0.28% 82
2026
Q1 		$557K Buy
+3,015
New +$533K 0.21% 97

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

Excelsior Advisor Network's ATO Position: Q2 2026 in Review

Excelsior Advisor Network increased its Atmos Energy (ATO) stake by 314% in Q2 2026, buying an estimated $1.7M and bringing the position to 12,492 shares worth $2.15M. The position accounts for 0.28% of the portfolio, ranked #82.

Excelsior Advisor Network first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. 1,038 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Excelsior Advisor Network held 12,492 shares of Atmos Energy worth $2.15M as of Q2 2026.
  • Excelsior Advisor Network bought 9,477 Atmos Energy shares in Q2 2026, an estimated $1.7M.
  • Atmos Energy made up 0.28% of Excelsior Advisor Network's portfolio in Q2 2026, its #82 holding.
  • Excelsior Advisor Network first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.