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 Q3	$204K	Hold	1,304	–	–	0.01%	238
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lee, Danner & Bass's ATO Position: Q3 2026 in Review

Lee, Danner & Bass held its Atmos Energy (ATO) position steady in Q3 2026 at 1,304 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #238.

Lee, Danner & Bass first reported a position in ATO in Q2 2019 and has held it in 13 quarters since. The position peaked at $260K in Q3 2025. 635 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

Lee, Danner & Bass held 1,304 shares of Atmos Energy worth $204K as of Q3 2026.
Lee, Danner & Bass left its Atmos Energy share count unchanged in Q3 2026.
Atmos Energy made up 0.01% of Lee, Danner & Bass's portfolio in Q3 2026, its #238 holding.
Lee, Danner & Bass first reported a position in Atmos Energy in Q2 2019 and has held it in 13 quarters since.
Lee, Danner & Bass's Atmos Energy position peaked at $260K in Q3 2025.
635 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.