HM Payson & Co’s Atmos Energy ATO Stock Holding History

HM Payson & Co’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	$121K	Hold	700	–	–	﹤0.01%	538
2026 Q1	$129K	Hold	700	–	–	﹤0.01%	517
2025 Q4	$117K	Sell	700 -5	-0.7%	-$864	﹤0.01%	527
2025 Q3	$120K	Buy	705 +5	+0.7%	+$807	﹤0.01%	530
2025 Q2	$108K	Hold	700	–	–	﹤0.01%	524
2025 Q1	$108K	Hold	700	–	–	﹤0.01%	518
2024 Q4	$97.5K	Sell	700 -4	-0.6%	-$569	﹤0.01%	536
2024 Q3	$97.7K	Buy	704 +4	+0.6%	+$514	﹤0.01%	524
2024 Q2	$81.7K	Hold	700	–	–	﹤0.01%	528
2024 Q1	$83.2K	Hold	700	–	–	﹤0.01%	525
2023 Q4	$81.1K	Hold	700	–	–	﹤0.01%	520
2023 Q3	$74.2K	Hold	700	–	–	﹤0.01%	521
2023 Q2	$81.4K	Hold	700	–	–	﹤0.01%	511
2023 Q1	$78.7K	Hold	700	–	–	﹤0.01%	508
2022 Q4	$78.4K	Hold	700	–	–	﹤0.01%	494
2022 Q3	$71K	Sell	700 -41	-6%	-$4.7K	﹤0.01%	518
2022 Q2	$83K	Buy	741 +41	+6%	+$4.7K	﹤0.01%	499
2022 Q1	$84K	Buy	+700	New	+$76.5K	﹤0.01%	523
2020 Q3	–	Sell	-1,033	Closed	-$103K	–	1037
2020 Q2	$103K	Hold	1,033	–	–	﹤0.01%	428
2020 Q1	$103K	Hold	1,033	–	–	﹤0.01%	402
2019 Q4	$116K	Hold	1,033	–	–	﹤0.01%	451
2019 Q3	$118K	Hold	1,033	–	–	﹤0.01%	459
2019 Q2	$109K	Buy	+1,033	New	+$106K	﹤0.01%	477

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

HM Payson & Co's ATO Position: Q2 2026 in Review

HM Payson & Co held its Atmos Energy (ATO) position steady in Q2 2026 at 700 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

HM Payson & Co first reported a position in ATO in Q2 2019 and has held it in 23 quarters since. The position peaked at $129K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

HM Payson & Co held 700 shares of Atmos Energy worth $121K as of Q2 2026.
HM Payson & Co left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #538 holding.
HM Payson & Co first reported a position in Atmos Energy in Q2 2019 and has held it in 23 quarters since.
HM Payson & Co's Atmos Energy position peaked at $129K in Q1 2026.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.