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MAI Capital Management’s Atmos Energy ATO Stock Holding History

MAI Capital 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 		$1.37M Buy
7,936
+3,799
+92% +$680K 0.01% 844
2026
Q1 		$764K Buy
4,137
+2,623
+173% +$464K ﹤0.01% 867
2025
Q4 		$254K Buy
1,514
+388
+34% +$67.1K ﹤0.01% 1215
2025
Q3 		$192K Sell
1,126
-437
-28% -$70.6K ﹤0.01% 1279
2025
Q2 		$241K Buy
1,563
+504
+48% +$78.3K ﹤0.01% 1102
2025
Q1 		$164K Sell
1,059
-47
-4% -$6.86K ﹤0.01% 1195
2024
Q4 		$154K Buy
+1,106
New +$157K ﹤0.01% 1244
2024
Q2 		– Sell
-2,394
Closed -$285K – 1262
2024
Q1 		$285K Buy
2,394
+303
+14% +$34.8K ﹤0.01% 1002
2023
Q4 		$242K Sell
2,091
-300
-13% -$33.5K ﹤0.01% 952
2023
Q3 		$253K Sell
2,391
-38
-2% -$4.43K ﹤0.01% 890
2023
Q2 		$283K Sell
2,429
-438
-15% -$50.7K ﹤0.01% 837
2023
Q1 		$322K Sell
2,867
-89
-3% -$10.1K 0.01% 773
2022
Q4 		$331K Buy
2,956
+225
+8% +$24.7K 0.01% 736
2022
Q3 		$278K Sell
2,731
-55
-2% -$6.3K 0.01% 721
2022
Q2 		$312K Sell
2,786
-86
-3% -$9.85K 0.01% 673
2022
Q1 		$343K Buy
2,872
+494
+21% +$54K 0.01% 661
2021
Q4 		$249K Sell
2,378
-65
-3% -$6.16K ﹤0.01% 759
2021
Q3 		$215K Buy
+2,443
New +$236K ﹤0.01% 707
2020
Q4 		– Sell
-2,185
Closed -$209K – 679
2020
Q3 		$209K Buy
+2,185
New +$218K 0.01% 539
2019
Q2 		– Sell
-1,961
Closed -$202K – 547
2019
Q1 		$202K Buy
+1,961
New +$191K 0.01% 437

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAI Capital Management's ATO Position: Q2 2026 in Review

MAI Capital Management increased its Atmos Energy (ATO) stake by 92% in Q2 2026, buying an estimated $680K and bringing the position to 7,936 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #844.

MAI Capital Management first reported a position in ATO in Q1 2019 and has held it in 20 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • MAI Capital Management held 7,936 shares of Atmos Energy worth $1.37M as of Q2 2026.
  • MAI Capital Management bought 3,799 Atmos Energy shares in Q2 2026, an estimated $680K.
  • Atmos Energy made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #844 holding.
  • MAI Capital Management first reported a position in Atmos Energy in Q1 2019 and has held it in 20 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.