NIM
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return