O'Shaughnessy Asset Management’s Atmos Energy ATO Stock Holding History

O'Shaughnessy Asset 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	$2.44M	Sell	14,145 -9,582	-40%	-$1.72M	0.01%	827
2026 Q1	$4.38M	Buy	23,727 +4,825	+26%	+$853K	0.02%	574
2025 Q4	$3.17M	Buy	18,902 +1,211	+7%	+$209K	0.02%	654
2025 Q3	$3.02M	Buy	17,691 +1,653	+10%	+$267K	0.02%	655
2025 Q2	$2.47M	Buy	16,038 +3,593	+29%	+$558K	0.02%	693
2025 Q1	$1.92M	Buy	12,445 +3,145	+34%	+$459K	0.02%	702
2024 Q4	$1.3M	Buy	9,300 +1,238	+15%	+$176K	0.01%	838
2024 Q3	$1.13M	Buy	8,062 +2,259	+39%	+$290K	0.01%	859
2024 Q2	$677K	Buy	5,803 +1,990	+52%	+$232K	0.01%	995
2024 Q1	$453K	Buy	3,813 +1,834	+93%	+$210K	0.01%	1138
2023 Q4	$229K	Buy	+1,979	New	+$221K	﹤0.01%	1345
2021 Q4	–	Sell	-60	Closed	-$5K	–	1341
2021 Q3	$5K	Hold	60	–	–	﹤0.01%	2315
2021 Q2	$6K	Hold	60	–	–	﹤0.01%	2096
2021 Q1	$6K	Sell	60 -17	-22%	-$1.55K	﹤0.01%	1876
2020 Q4	$7K	Hold	77	–	–	﹤0.01%	1603
2020 Q3	$7K	Sell	77 -61	-44%	-$6.09K	﹤0.01%	1421
2020 Q2	$14K	Buy	138 +113	+452%	+$11.4K	﹤0.01%	1197
2020 Q1	$2K	Sell	25 -69	-73%	-$7.59K	﹤0.01%	1146
2019 Q4	$11K	Buy	+94	New	+$10.3K	﹤0.01%	1273

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

O'Shaughnessy Asset Management's ATO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Atmos Energy (ATO) stake by 40% in Q2 2026, selling an estimated $1.72M and leaving 14,145 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #827.

O'Shaughnessy Asset Management first reported a position in ATO in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.38M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

O'Shaughnessy Asset Management held 14,145 shares of Atmos Energy worth $2.44M as of Q2 2026.
O'Shaughnessy Asset Management sold 9,582 Atmos Energy shares in Q2 2026, an estimated $1.72M.
Atmos Energy made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #827 holding.
O'Shaughnessy Asset Management first reported a position in Atmos Energy in Q4 2019 and has held it in 19 quarters since.
O'Shaughnessy Asset Management's Atmos Energy position peaked at $4.38M in Q1 2026.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.