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Occudo Quantitative Strategies’s Atmos Energy ATO Stock Holding History

Occudo Quantitative Strategies’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 		$18.7M Buy
108,671
+74,112
+214% +$13.3M 0.99% 2
2026
Q1 		$6.57M Buy
+34,559
New +$6.11M 0.36% 78
2025
Q3 		– Sell
-17,002
Closed -$2.62M – 668
2025
Q2 		$2.62M Buy
+17,002
New +$2.64M 0.29% 96
2025
Q1 		– Sell
-7,163
Closed -$998K – 651
2024
Q4 		$998K Buy
7,163
+3,668
+105% +$522K 0.18% 171
2024
Q3 		$485K Sell
3,495
-8,961
-72% -$1.15M 0.09% 289
2024
Q2 		$1.45M Buy
+12,456
New +$1.45M 0.26% 106
2024
Q1 		– Sell
-16,323
Closed -$1.89M – 736
2023
Q4 		$1.89M Buy
16,323
+6,527
+67% +$729K 0.26% 102
2023
Q3 		$1.04M Buy
+9,796
New +$1.14M 0.13% 242
2023
Q2 		– Sell
-4,176
Closed -$469K – 1011
2023
Q1 		$469K Buy
+4,176
New +$475K 0.04% 538
2022
Q4 		– Sell
-11,384
Closed -$1.16M – 954
2022
Q3 		$1.16M Sell
11,384
-11,521
-50% -$1.32M 0.09% 351
2022
Q2 		$2.57M Buy
22,905
+20,090
+714% +$2.3M 0.21% 129
2022
Q1 		$336K Sell
2,815
-28,732
-91% -$3.14M 0.03% 781
2021
Q4 		$3.31M Buy
+31,547
New +$2.99M 0.29% 76
2021
Q2 		– Sell
-9,395
Closed -$929K – 872
2021
Q1 		$929K Sell
9,395
-3,087
-25% -$281K 0.2% 145
2020
Q4 		$1.19M Buy
+12,482
New +$1.2M 0.37% 42

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

Occudo Quantitative Strategies's ATO Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Atmos Energy (ATO) stake by 214% in Q2 2026, buying an estimated $13.3M and bringing the position to 108,671 shares worth $18.7M. The position accounts for 0.99% of the portfolio, ranked #2.

Occudo Quantitative Strategies first reported a position in ATO in Q4 2020 and has held it in 15 quarters since. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Occudo Quantitative Strategies held 108,671 shares of Atmos Energy worth $18.7M as of Q2 2026.
  • Occudo Quantitative Strategies bought 74,112 Atmos Energy shares in Q2 2026, an estimated $13.3M.
  • Atmos Energy made up 0.99% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #2 holding.
  • Occudo Quantitative Strategies first reported a position in Atmos Energy in Q4 2020 and has held it in 15 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.