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Harbour Investments’s Atmos Energy ATO Stock Holding History

Harbour Investments’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 		$526K Sell
3,054
-50
-2% -$8.95K 0.01% 1097
2026
Q1 		$573K Buy
3,104
+1,635
+111% +$289K 0.01% 992
2025
Q4 		$246K Buy
1,469
+35
+2% +$6.05K 0.01% 1182
2025
Q3 		$245K Sell
1,434
-39
-3% -$6.3K 0.01% 1152
2025
Q2 		$227K Buy
1,473
+129
+10% +$20K 0.01% 1116
2025
Q1 		$208K Buy
1,344
+61
+5% +$8.9K 0.01% 1081
2024
Q4 		$179K Buy
1,283
+42
+3% +$5.97K 0.01% 1099
2024
Q3 		$172K Sell
1,241
-318
-20% -$40.9K 0.01% 1075
2024
Q2 		$182K Buy
1,559
+181
+13% +$21.1K 0.01% 984
2024
Q1 		$164K Sell
1,378
-13
-0.9% -$1.49K 0.01% 996
2023
Q4 		$161K Buy
1,391
+3
+0.2% +$335 0.01% 946
2023
Q3 		$147K Sell
1,388
-6
-0.4% -$700 0.01% 898
2023
Q2 		$162K Sell
1,394
-81
-5% -$9.38K 0.01% 871
2023
Q1 		$166K Sell
1,475
-97
-6% -$11K 0.01% 835
2022
Q4 		$176K Sell
1,572
-45
-3% -$4.95K 0.01% 780
2022
Q3 		$181K Hold
1,617
– – 0.01% 722
2022
Q2 		$181K Buy
+1,617
New +$185K 0.01% 722
2021
Q4 		$141K Sell
1,342
-830
-38% -$78.7K 0.01% 835
2021
Q3 		$192K Hold
2,172
– – 0.01% 1045
2021
Q2 		$209K Sell
2,172
-21
-1% -$2.11K 0.01% 1021
2021
Q1 		$217K Buy
+2,193
New +$200K 0.01% 927

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

Harbour Investments's ATO Position: Q2 2026 in Review

Harbour Investments reduced its Atmos Energy (ATO) stake by 1.6% in Q2 2026, selling an estimated $8.95K and leaving 3,054 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #1097.

Harbour Investments first reported a position in ATO in Q1 2021 and has held it in 21 quarters since. The position peaked at $573K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Harbour Investments held 3,054 shares of Atmos Energy worth $526K as of Q2 2026.
  • Harbour Investments sold 50 Atmos Energy shares in Q2 2026, an estimated $8.95K.
  • Atmos Energy made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1097 holding.
  • Harbour Investments first reported a position in Atmos Energy in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Atmos Energy position peaked at $573K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.