Pathstone Holdings’s Atmos Energy ATO Stock Holding History

Pathstone Holdings’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	$3.98M	Buy	23,065 +956	+4%	+$171K	0.01%	753
2026 Q1	$4.08M	Sell	22,109 -449	-2%	-$79.3K	0.02%	660
2025 Q4	$3.78M	Buy	22,558 +1,221	+6%	+$211K	0.01%	679
2025 Q3	$3.64M	Sell	21,337 -478	-2%	-$77.2K	0.01%	693
2025 Q2	$3.36M	Sell	21,815 -131	-0.6%	-$20.3K	0.01%	715
2025 Q1	$3.39M	Sell	21,946 -167	-0.8%	-$24.4K	0.01%	710
2024 Q4	$3.08M	Sell	22,113 -576	-3%	-$81.9K	0.01%	754
2024 Q3	$3.15M	Buy	22,689 +1,030	+5%	+$132K	0.01%	743
2024 Q2	$2.53M	Sell	21,659 -1,250	-5%	-$146K	0.01%	816
2024 Q1	$2.72M	Buy	22,909 +243	+1%	+$27.9K	0.01%	769
2023 Q4	$2.63M	Buy	+22,666	New	+$2.53M	0.01%	644

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

Pathstone Holdings's ATO Position: Q2 2026 in Review

Pathstone Holdings increased its Atmos Energy (ATO) stake by 4.3% in Q2 2026, buying an estimated $171K and bringing the position to 23,065 shares worth $3.98M. The position accounts for 0.01% of the portfolio, ranked #753.

Pathstone Holdings first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.08M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Pathstone Holdings held 23,065 shares of Atmos Energy worth $3.98M as of Q2 2026.
Pathstone Holdings bought 956 Atmos Energy shares in Q2 2026, an estimated $171K.
Atmos Energy made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #753 holding.
Pathstone Holdings first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's Atmos Energy position peaked at $4.08M in Q1 2026.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.