Lummis Asset Management’s Atmos Energy ATO Stock Holding History

Lummis Asset Management’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	$194K	Hold	1,128	–	–	0.12%	58
2026 Q1	$208K	Hold	1,128	–	–	0.12%	59
2025 Q4	$189K	Hold	1,128	–	–	0.12%	59
2025 Q3	$193K	Hold	1,128	–	–	0.13%	61
2025 Q2	$174K	Hold	1,128	–	–	0.11%	61
2025 Q1	$174K	Hold	1,128	–	–	0.12%	60
2024 Q4	$157K	Hold	1,128	–	–	0.2%	43
2024 Q3	$156K	Hold	1,128	–	–	0.18%	45
2024 Q2	$132K	Buy	1,128 +376	+50%	+$43.8K	0.17%	45
2024 Q1	$89.4K	Hold	752	–	–	0.12%	47
2023 Q4	$87.2K	Buy	+752	New	+$84K	0.07%	71

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lummis Asset Management's ATO Position: Q2 2026 in Review

Lummis Asset Management held its Atmos Energy (ATO) position steady in Q2 2026 at 1,128 shares worth $194K. The position accounts for 0.12% of the portfolio, ranked #58.

Lummis Asset Management first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $208K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Lummis Asset Management held 1,128 shares of Atmos Energy worth $194K as of Q2 2026.
Lummis Asset Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.12% of Lummis Asset Management's portfolio in Q2 2026, its #58 holding.
Lummis Asset Management first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
Lummis Asset Management's Atmos Energy position peaked at $208K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.