Howe & Rusling’s Atmos Energy ATO Stock Holding History

Howe & Rusling’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	$251K	Buy	1,457 +277	+23%	+$49.6K	0.01%	283
2026 Q1	$218K	Buy	+1,180	New	+$209K	0.01%	287
2021 Q3	–	Sell	-26	Closed	-$2K	–	979
2021 Q2	$2K	Buy	+26	New	+$2.61K	﹤0.01%	782
2020 Q4	–	Sell	-115	Closed	-$11K	–	928
2020 Q3	$11K	Buy	+115	New	+$11.5K	﹤0.01%	428
2020 Q2	–	Sell	-1,307	Closed	-$130K	–	799
2020 Q1	$130K	Hold	1,307	–	–	0.03%	173
2019 Q4	$146K	Hold	1,307	–	–	0.02%	206
2019 Q3	$149K	Hold	1,307	–	–	0.03%	213
2019 Q2	$138K	Hold	1,307	–	–	0.02%	217
2019 Q1	$134K	Hold	1,307	–	–	0.02%	218
2018 Q4	$121K	Hold	1,307	–	–	0.03%	191
2018 Q3	$123K	Hold	1,307	–	–	0.02%	186
2018 Q2	$118K	Sell	1,307 -6	-0.5%	-$519	0.02%	186
2018 Q1	$111K	Buy	+1,313	New	+$107K	0.02%	203
2017 Q2	–	Sell	-63	Closed	-$5K	–	951
2017 Q1	$5K	Hold	63	–	–	﹤0.01%	652
2016 Q4	$5K	Hold	63	–	–	﹤0.01%	659
2016 Q3	$5K	Buy	+63	New	+$4.85K	﹤0.01%	656

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

Howe & Rusling's ATO Position: Q2 2026 in Review

Howe & Rusling increased its Atmos Energy (ATO) stake by 23% in Q2 2026, buying an estimated $49.6K and bringing the position to 1,457 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #283.

Howe & Rusling first reported a position in ATO in Q3 2016 and has held it in 16 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Howe & Rusling held 1,457 shares of Atmos Energy worth $251K as of Q2 2026.
Howe & Rusling bought 277 Atmos Energy shares in Q2 2026, an estimated $49.6K.
Atmos Energy made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #283 holding.
Howe & Rusling first reported a position in Atmos Energy in Q3 2016 and has held it in 16 quarters since.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.