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Lee, Danner & Bass’s Atmos Energy ATO Stock Holding History

Lee, Danner & Bass’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 		$225K Hold
1,304
– – 0.01% 236
2026
Q1 		$241K Hold
1,304
– – 0.02% 227
2025
Q4 		$219K Sell
1,304
-221
-14% -$38.2K 0.02% 227
2025
Q3 		$260K Hold
1,525
– – 0.02% 211
2025
Q2 		$235K Sell
1,525
-25
-2% -$3.88K 0.02% 206
2025
Q1 		$240K Hold
1,550
– – 0.02% 203
2024
Q4 		$216K Hold
1,550
– – 0.02% 218
2024
Q3 		$215K Buy
+1,550
New +$199K 0.02% 208
2020
Q2 		– Sell
-2,122
Closed -$211K – 181
2020
Q1 		$211K Hold
2,122
– – 0.03% 164
2019
Q4 		$237K Hold
2,122
– – 0.02% 165
2019
Q3 		$242K Hold
2,122
– – 0.03% 167
2019
Q2 		$224K Buy
+2,122
New +$217K 0.02% 167

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Lee, Danner & Bass's ATO Position: Q2 2026 in Review

Lee, Danner & Bass held its Atmos Energy (ATO) position steady in Q2 2026 at 1,304 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #236.

Lee, Danner & Bass first reported a position in ATO in Q2 2019 and has held it in 12 quarters since. The position peaked at $260K in Q3 2025. 341 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Lee, Danner & Bass held 1,304 shares of Atmos Energy worth $225K as of Q2 2026.
  • Lee, Danner & Bass left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #236 holding.
  • Lee, Danner & Bass first reported a position in Atmos Energy in Q2 2019 and has held it in 12 quarters since.
  • Lee, Danner & Bass's Atmos Energy position peaked at $260K in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.