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ATO icon

&Partners’s Atmos Energy ATO Stock Holding History

&Partners’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 		$7.05M Buy
40,930
+17,863
+77% +$3.2M 0.03% 485
2026
Q1 		$4.26M Buy
23,067
+2,722
+13% +$481K 0.02% 580
2025
Q4 		$3.41M Buy
20,345
+2,359
+13% +$408K 0.02% 635
2025
Q3 		$3.07M Buy
17,986
+1,628
+10% +$263K 0.02% 593
2025
Q2 		$2.52M Buy
16,358
+2,782
+20% +$432K 0.02% 578
2025
Q1 		$2.07M Buy
13,576
+654
+5% +$95.4K 0.02% 530
2024
Q4 		$1.8M Buy
12,922
+7,394
+134% +$1.05M 0.02% 541
2024
Q3 		$764K Sell
5,528
-860
-13% -$110K 0.01% 671
2024
Q2 		$745K Buy
6,388
+815
+15% +$95K 0.03% 419
2024
Q1 		$662K Buy
5,573
+771
+16% +$88.4K 0.09% 222
2023
Q4 		$557K Buy
4,802
+191
+4% +$21.3K 0.14% 144
2023
Q3 		$488K Buy
4,611
+21
+0.5% +$2.45K 0.23% 83
2023
Q2 		$534K Buy
4,590
+21
+0.5% +$2.43K 0.24% 80
2023
Q1 		$513K Sell
4,569
-80
-2% -$9.1K 0.25% 82
2022
Q4 		$521K Buy
4,649
+21
+0.5% +$2.31K 0.26% 79
2022
Q3 		$471K Buy
4,628
+21
+0.5% +$2.41K 0.27% 83
2022
Q2 		$516K Buy
4,607
+19
+0.4% +$2.18K 0.3% 77
2022
Q1 		$548K Buy
4,588
+21
+0.5% +$2.29K 0.31% 82
2021
Q4 		$478K Buy
4,567
+24
+0.5% +$2.27K 0.29% 80
2021
Q3 		$401K Buy
4,543
+21
+0.5% +$2.03K 0.25% 89
2021
Q2 		$435K Buy
4,522
+20
+0.4% +$2K 0.28% 80
2021
Q1 		$445K Sell
4,502
-112
-2% -$10.2K 0.32% 76
2020
Q4 		$440K Buy
4,614
+22
+0.5% +$2.12K 0.37% 65
2020
Q3 		$439K Buy
+4,592
New +$458K 0.45% 59

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

&Partners's ATO Position: Q2 2026 in Review

&Partners increased its Atmos Energy (ATO) stake by 77% in Q2 2026, buying an estimated $3.2M and bringing the position to 40,930 shares worth $7.05M. The position accounts for 0.03% of the portfolio, ranked #485.

&Partners first reported a position in ATO in Q3 2020 and has held it in 24 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • &Partners held 40,930 shares of Atmos Energy worth $7.05M as of Q2 2026.
  • &Partners bought 17,863 Atmos Energy shares in Q2 2026, an estimated $3.2M.
  • Atmos Energy made up 0.03% of &Partners's portfolio in Q2 2026, its #485 holding.
  • &Partners first reported a position in Atmos Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.