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Navellier & Associates’s Atmos Energy ATO Stock Holding History

Navellier & 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 		$3.92M Buy
22,750
+314
+1% +$56.2K 0.31% 74
2026
Q1 		$4.14M Sell
22,436
-878
-4% -$155K 0.43% 54
2025
Q4 		$3.91M Sell
23,314
-1,990
-8% -$344K 0.44% 58
2025
Q3 		$4.32M Buy
25,304
+448
+2% +$72.3K 0.44% 63
2025
Q2 		$3.83M Sell
24,856
-3
-0% -$466 0.47% 58
2025
Q1 		$4.01M Buy
+24,859
New +$3.63M 0.55% 48

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

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

Navellier & Associates increased its Atmos Energy (ATO) stake by 1.4% in Q2 2026, buying an estimated $56.2K and bringing the position to 22,750 shares worth $3.92M. The position accounts for 0.31% of the portfolio, ranked #74.

Navellier & Associates first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.32M in Q3 2025. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Navellier & Associates held 22,750 shares of Atmos Energy worth $3.92M as of Q2 2026.
  • Navellier & Associates bought 314 Atmos Energy shares in Q2 2026, an estimated $56.2K.
  • Atmos Energy made up 0.31% of Navellier & Associates's portfolio in Q2 2026, its #74 holding.
  • Navellier & Associates first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Navellier & Associates's Atmos Energy position peaked at $4.32M in Q3 2025.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.