PL
ATO icon

Perpetual Ltd’s Atmos Energy ATO Stock Holding History

Perpetual Ltd’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 		$195M Sell
1,133,323
-107,146
-9% -$19.2M 2.79% 4
2026
Q1 		$229M Sell
1,240,469
-157,865
-11% -$27.9M 3.51% 2
2025
Q4 		$234M Sell
1,398,334
-85,031
-6% -$14.7M 3.39% 3
2025
Q3 		$253M Buy
1,483,365
+71,857
+5% +$11.6M 3.14% 4
2025
Q2 		$218M Sell
1,411,508
-42,582
-3% -$6.61M 2.55% 7
2025
Q1 		$225M Buy
1,454,090
+213,075
+17% +$31.1M 2.71% 5
2024
Q4 		$173M Sell
1,241,015
-297,398
-19% -$42.3M 2.03% 11
2024
Q3 		$213M Sell
1,538,413
-56,012
-4% -$7.2M 2.31% 11
2024
Q2 		$186M Buy
1,594,425
+182,728
+13% +$21.3M 2.02% 12
2024
Q1 		$168M Buy
1,411,697
+446,292
+46% +$51.2M 1.64% 17
2023
Q4 		$112M Sell
965,405
-138,131
-13% -$15.4M 1.15% 24
2023
Q3 		$117M Sell
1,103,536
-64,866
-6% -$7.57M 1.21% 24
2023
Q2 		$136M Buy
1,168,402
+29,733
+3% +$3.44M 1.17% 26
2023
Q1 		$128M Buy
+1,138,669
New +$130M 1.11% 28

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

Perpetual Ltd's ATO Position: Q2 2026 in Review

Perpetual Ltd reduced its Atmos Energy (ATO) stake by 8.6% in Q2 2026, selling an estimated $19.2M and leaving 1,133,323 shares worth $195M. The position accounts for 2.79% of the portfolio, ranked #4.

Perpetual Ltd first reported a position in ATO in Q1 2023 and has held it in 14 quarters since. The position peaked at $253M in Q3 2025. 1,041 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Perpetual Ltd held 1,133,323 shares of Atmos Energy worth $195M as of Q2 2026.
  • Perpetual Ltd sold 107,146 Atmos Energy shares in Q2 2026, an estimated $19.2M.
  • Atmos Energy made up 2.79% of Perpetual Ltd's portfolio in Q2 2026, its #4 holding.
  • Perpetual Ltd first reported a position in Atmos Energy in Q1 2023 and has held it in 14 quarters since.
  • Perpetual Ltd's Atmos Energy position peaked at $253M in Q3 2025.
  • 1,041 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.