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Millstone Evans Group’s Atmos Energy ATO Stock Holding History

Millstone Evans Group’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 		$4.48K Buy
26
+5
+24% +$895 ﹤0.01% 690
2026
Q1 		$3.88K Hold
21
– – ﹤0.01% 687
2025
Q4 		$3.52K Hold
21
– – ﹤0.01% 693
2025
Q3 		$3.59K Buy
+21
New +$3.39K ﹤0.01% 671

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

Millstone Evans Group's ATO Position: Q2 2026 in Review

Millstone Evans Group increased its Atmos Energy (ATO) stake by 24% in Q2 2026, buying an estimated $895 and bringing the position to 26 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Millstone Evans Group first reported a position in ATO in Q3 2025 and has held it in 4 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Millstone Evans Group held 26 shares of Atmos Energy worth $4.48K as of Q2 2026.
  • Millstone Evans Group bought 5 Atmos Energy shares in Q2 2026, an estimated $895.
  • Atmos Energy made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #690 holding.
  • Millstone Evans Group first reported a position in Atmos Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.