Patten & Patten’s Atmos Energy ATO Stock Holding History

Patten & Patten’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	$293K	Hold	1,702	–	–	0.02%	294
2026 Q1	$314K	Hold	1,702	–	–	0.02%	284
2025 Q4	$285K	Hold	1,702	–	–	0.02%	294
2025 Q3	$291K	Hold	1,702	–	–	0.02%	293
2025 Q2	$262K	Hold	1,702	–	–	0.02%	280
2025 Q1	$263K	Sell	1,702 -400	-19%	-$58.4K	0.02%	281
2024 Q4	$293K	Hold	2,102	–	–	0.02%	265
2024 Q3	$292K	Hold	2,102	–	–	0.02%	263
2024 Q2	$245K	Hold	2,102	–	–	0.02%	276
2024 Q1	$250K	Hold	2,102	–	–	0.02%	278
2023 Q4	$244K	Sell	2,102 -250	-11%	-$27.9K	0.02%	251
2023 Q3	$249K	Hold	2,352	–	–	0.02%	248
2023 Q2	$274K	Hold	2,352	–	–	0.02%	241
2023 Q1	$264K	Hold	2,352	–	–	0.02%	236
2022 Q4	$264K	Hold	2,352	–	–	0.02%	233
2022 Q3	$240K	Hold	2,352	–	–	0.02%	243
2022 Q2	$264K	Buy	+2,352	New	+$269K	0.02%	245
2014 Q2	–	Sell	-5,500	Closed	-$259K	–	208
2014 Q1	$259K	Hold	5,500	–	–	0.04%	231
2013 Q4	$250K	Hold	5,500	–	–	0.03%	225
2013 Q3	$234K	Hold	5,500	–	–	0.04%	221
2013 Q2	$226K	Buy	+5,500	New	+$234K	0.04%	212

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Patten & Patten's ATO Position: Q2 2026 in Review

Patten & Patten held its Atmos Energy (ATO) position steady in Q2 2026 at 1,702 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #294.

Patten & Patten first reported a position in ATO in Q2 2013 and has held it in 21 quarters since. The position peaked at $314K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Patten & Patten held 1,702 shares of Atmos Energy worth $293K as of Q2 2026.
Patten & Patten left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #294 holding.
Patten & Patten first reported a position in Atmos Energy in Q2 2013 and has held it in 21 quarters since.
Patten & Patten's Atmos Energy position peaked at $314K in Q1 2026.
1,041 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.