Heritage Trust’s Atmos Energy ATO Stock Holding History

Heritage 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	–	Sell	-1,114	Closed	-$206K	–	315
2026 Q1	$206K	Sell	1,114 -250	-18%	-$44.2K	0.02%	302
2025 Q4	$229K	Buy	+1,364	New	+$236K	0.02%	280

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Trust's ATO Position: Q2 2026 in Review

Heritage Trust sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,114 shares — an estimated $206K sold.

Heritage Trust first reported a position in ATO in Q4 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Heritage Trust reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
Heritage Trust sold 1,114 Atmos Energy shares in Q2 2026, an estimated $206K.
Heritage Trust first reported a position in Atmos Energy in Q4 2025 and held it in 2 quarters.
Heritage Trust's Atmos Energy position peaked at $229K in Q4 2025.
1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.