Montag & Associates’s Atmos Energy ATO Stock Holding History

Montag & Associates’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	$5.04K	Sell	29 -28	-49%	-$5.01K	﹤0.01%	810
2026 Q1	$10.6K	Sell	57 -13	-19%	-$2.3K	﹤0.01%	752
2025 Q4	$11.7K	Sell	70 -7	-9%	-$1.21K	﹤0.01%	758
2025 Q3	$13.1K	Buy	77 +16	+26%	+$2.58K	﹤0.01%	731
2025 Q2	$9.34K	Buy	61 +12	+24%	+$1.86K	﹤0.01%	753
2025 Q1	$7.58K	Hold	49	–	–	﹤0.01%	814
2024 Q4	$6.83K	Hold	49	–	–	﹤0.01%	815
2024 Q3	$6.8K	Hold	49	–	–	﹤0.01%	848
2024 Q2	$5.72K	Hold	49	–	–	﹤0.01%	816
2024 Q1	$5.83K	Hold	49	–	–	﹤0.01%	807
2023 Q4	$5.68K	Hold	49	–	–	﹤0.01%	817
2023 Q3	$5.19K	Hold	49	–	–	﹤0.01%	802
2023 Q2	$5.7K	Buy	49 +9	+23%	+$1.04K	﹤0.01%	813
2023 Q1	$4.5K	Sell	40 -53	-57%	-$6.03K	﹤0.01%	826
2022 Q4	$10.4K	Buy	+93	New	+$10.2K	﹤0.01%	731

Other funds holding ATO

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Montag & Associates's ATO Position: Q2 2026 in Review

Montag & Associates reduced its Atmos Energy (ATO) stake by 49% in Q2 2026, selling an estimated $5.01K and leaving 29 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Montag & Associates first reported a position in ATO in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.1K in Q3 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Montag & Associates held 29 shares of Atmos Energy worth $5.04K as of Q2 2026.
Montag & Associates sold 28 Atmos Energy shares in Q2 2026, an estimated $5.01K.
Atmos Energy made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #810 holding.
Montag & Associates first reported a position in Atmos Energy in Q4 2022 and has held it in 15 quarters since.
Montag & Associates's Atmos Energy position peaked at $13.1K in Q3 2025.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.