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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return