Lebenthal Global Advisors
ATO icon

Lebenthal Global Advisors’s Atmos Energy ATO Stock Holding History

Lebenthal Global Advisors’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
Q3 		$739K Buy
4,726
+774
+20% +$131K 0.1% 141
2026
Q2 		$681K Buy
3,952
+588
+17% +$105K 0.09% 147
2026
Q1 		$621K Buy
+3,364
New +$594K 0.09% 145

Other funds holding ATO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Lebenthal Global Advisors's ATO Position: Q3 2026 in Review

Lebenthal Global Advisors increased its Atmos Energy (ATO) stake by 20% in Q3 2026, buying an estimated $131K and bringing the position to 4,726 shares worth $739K. The position accounts for 0.1% of the portfolio, ranked #141.

Lebenthal Global Advisors first reported a position in ATO in Q1 2026 and has held it in 3 quarters since. 891 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Lebenthal Global Advisors held 4,726 shares of Atmos Energy worth $739K as of Q3 2026.
  • Lebenthal Global Advisors bought 774 Atmos Energy shares in Q3 2026, an estimated $131K.
  • Atmos Energy made up 0.1% of Lebenthal Global Advisors's portfolio in Q3 2026, its #141 holding.
  • Lebenthal Global Advisors first reported a position in Atmos Energy in Q1 2026 and has held it in 3 quarters since.
  • 891 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.