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Grimes & Company’s Atmos Energy ATO Stock Holding History

Grimes & Company’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 		$467K Buy
2,709
+8
+0.3% +$1.43K 0.01% 320
2026
Q1 		$499K Sell
2,701
-299
-10% -$52.8K 0.01% 306
2025
Q4 		$503K Buy
3,000
+34
+1% +$5.88K 0.01% 309
2025
Q3 		$506K Buy
2,966
+220
+8% +$35.5K 0.01% 310
2025
Q2 		$423K Buy
2,746
+18
+0.7% +$2.8K 0.01% 291
2025
Q1 		$422K Buy
+2,728
New +$398K 0.01% 253

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

Grimes & Company's ATO Position: Q2 2026 in Review

Grimes & Company increased its Atmos Energy (ATO) stake by 0.3% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,709 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #320.

Grimes & Company first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $506K in Q3 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Grimes & Company held 2,709 shares of Atmos Energy worth $467K as of Q2 2026.
  • Grimes & Company bought 8 Atmos Energy shares in Q2 2026, an estimated $1.43K.
  • Atmos Energy made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #320 holding.
  • Grimes & Company first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Grimes & Company's Atmos Energy position peaked at $506K in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.