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LRI Investments’s Atmos Energy ATO Stock Holding History

LRI Investments’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 		$14.1K Sell
82
-738
-90% -$132K ﹤0.01% 862
2026
Q1 		$151K Sell
820
-277
-25% -$49K 0.01% 336
2025
Q4 		$184K Sell
1,097
-125
-10% -$21.6K 0.01% 295
2025
Q3 		$209K Buy
1,222
+41
+3% +$6.62K 0.02% 286
2025
Q2 		$182K Buy
1,181
+73
+7% +$11.3K 0.02% 306
2025
Q1 		$171K Sell
1,108
-763
-41% -$111K 0.02% 295
2024
Q4 		$261K Hold
1,871
– – 0.03% 222
2024
Q3 		$270K Buy
1,871
+146
+8% +$18.8K 0.03% 224
2024
Q2 		$201K Buy
1,725
+1,621
+1,559% +$189K 0.02% 250
2024
Q1 		$12.4K Buy
+104
New +$11.9K ﹤0.01% 464

Other funds holding ATO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

LRI Investments's ATO Position: Q2 2026 in Review

LRI Investments reduced its Atmos Energy (ATO) stake by 90% in Q2 2026, selling an estimated $132K and leaving 82 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

LRI Investments first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. The position peaked at $270K in Q3 2024. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • LRI Investments held 82 shares of Atmos Energy worth $14.1K as of Q2 2026.
  • LRI Investments sold 738 Atmos Energy shares in Q2 2026, an estimated $132K.
  • Atmos Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #862 holding.
  • LRI Investments first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Atmos Energy position peaked at $270K in Q3 2024.
  • 388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.