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IEQ Capital’s Atmos Energy ATO Stock Holding History

IEQ Capital’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 		$9.32M Buy
54,105
+37,141
+219% +$6.65M 0.04% 356
2026
Q1 		$3.13M Buy
+16,964
New +$3M 0.01% 629
2024
Q4 		– Sell
-2,910
Closed -$404K – 1333
2024
Q3 		$404K Buy
2,910
+707
+32% +$90.8K 0.01% 828
2024
Q2 		$257K Buy
2,203
+334
+18% +$38.9K ﹤0.01% 843
2024
Q1 		$222K Buy
1,869
+95
+5% +$10.9K ﹤0.01% 857
2023
Q4 		$206K Buy
+1,774
New +$198K ﹤0.01% 834
2022
Q4 		– Sell
-2,571
Closed -$262K – 819
2022
Q3 		$262K Buy
2,571
+590
+30% +$67.6K 0.01% 698
2022
Q2 		$222K Sell
1,981
-12
-0.6% -$1.38K 0.01% 692
2022
Q1 		$238K Buy
+1,993
New +$218K 0.01% 710

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

IEQ Capital's ATO Position: Q2 2026 in Review

IEQ Capital increased its Atmos Energy (ATO) stake by 219% in Q2 2026, buying an estimated $6.65M and bringing the position to 54,105 shares worth $9.32M. The position accounts for 0.04% of the portfolio, ranked #356.

IEQ Capital first reported a position in ATO in Q1 2022 and has held it in 9 quarters since. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • IEQ Capital held 54,105 shares of Atmos Energy worth $9.32M as of Q2 2026.
  • IEQ Capital bought 37,141 Atmos Energy shares in Q2 2026, an estimated $6.65M.
  • Atmos Energy made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #356 holding.
  • IEQ Capital first reported a position in Atmos Energy in Q1 2022 and has held it in 9 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.