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Marble Harbor Investment Counsel’s Atmos Energy ATO Stock Holding History

Marble Harbor Investment Counsel’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 		$222K Sell
1,290
-43
-3% -$7.7K 0.02% 186
2026
Q1 		$246K Hold
1,333
– – 0.03% 174
2025
Q4 		$223K Hold
1,333
– – 0.02% 177
2025
Q3 		$228K Hold
1,333
– – 0.02% 180
2025
Q2 		$205K Hold
1,333
– – 0.02% 198
2025
Q1 		$206K Buy
+1,333
New +$194K 0.02% 202

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Marble Harbor Investment Counsel's ATO Position: Q2 2026 in Review

Marble Harbor Investment Counsel reduced its Atmos Energy (ATO) stake by 3.2% in Q2 2026, selling an estimated $7.7K and leaving 1,290 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #186.

Marble Harbor Investment Counsel first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $246K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Marble Harbor Investment Counsel held 1,290 shares of Atmos Energy worth $222K as of Q2 2026.
  • Marble Harbor Investment Counsel sold 43 Atmos Energy shares in Q2 2026, an estimated $7.7K.
  • Atmos Energy made up 0.02% of Marble Harbor Investment Counsel's portfolio in Q2 2026, its #186 holding.
  • Marble Harbor Investment Counsel first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Marble Harbor Investment Counsel's Atmos Energy position peaked at $246K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.