Perpetual Ltd
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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
Q3 		$177M Sell
1,132,448
-875
-0.1% -$148K 2.7% 9
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perpetual Ltd's ATO Position: Q3 2026 in Review

Perpetual Ltd reduced its Atmos Energy (ATO) stake by 0.08% in Q3 2026, selling an estimated $148K and leaving 1,132,448 shares worth $177M. The position accounts for 2.7% of the portfolio, ranked #9.

Perpetual Ltd first reported a position in ATO in Q1 2023 and has held it in 15 quarters since. The position peaked at $253M in Q3 2025. 145 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Perpetual Ltd held 1,132,448 shares of Atmos Energy worth $177M as of Q3 2026.
  • Perpetual Ltd sold 875 Atmos Energy shares in Q3 2026, an estimated $148K.
  • Atmos Energy made up 2.7% of Perpetual Ltd's portfolio in Q3 2026, its #9 holding.
  • Perpetual Ltd first reported a position in Atmos Energy in Q1 2023 and has held it in 15 quarters since.
  • Perpetual Ltd's Atmos Energy position peaked at $253M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.