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NEOS Investment Management’s Atmos Energy ATO Stock Holding History

NEOS Investment 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 		$4.57M Buy
26,510
+3,758
+17% +$673K 0.02% 383
2026
Q1 		$4.2M Buy
22,752
+3,484
+18% +$616K 0.02% 369
2025
Q4 		$3.23M Buy
19,268
+2,481
+15% +$429K 0.02% 396
2025
Q3 		$2.87M Buy
16,787
+7,678
+84% +$1.24M 0.02% 382
2025
Q2 		$1.4M Buy
9,109
+1,789
+24% +$278K 0.02% 432
2025
Q1 		$1.13M Buy
7,320
+1,254
+21% +$183K 0.02% 420
2024
Q4 		$845K Buy
6,066
+1,238
+26% +$176K 0.02% 436
2024
Q3 		$670K Buy
4,828
+812
+20% +$104K 0.02% 446
2024
Q2 		$468K Buy
4,016
+996
+33% +$116K 0.02% 466
2024
Q1 		$359K Buy
3,020
+908
+43% +$104K 0.02% 457
2023
Q4 		$245K Buy
+2,112
New +$236K 0.02% 452

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

NEOS Investment Management's ATO Position: Q2 2026 in Review

NEOS Investment Management increased its Atmos Energy (ATO) stake by 17% in Q2 2026, buying an estimated $673K and bringing the position to 26,510 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #383.

NEOS Investment Management first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • NEOS Investment Management held 26,510 shares of Atmos Energy worth $4.57M as of Q2 2026.
  • NEOS Investment Management bought 3,758 Atmos Energy shares in Q2 2026, an estimated $673K.
  • Atmos Energy made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #383 holding.
  • NEOS Investment Management first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.