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Pinnacle West Asset Management’s Atmos Energy ATO Stock Holding History

Pinnacle West Asset Management’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 		$318K Hold
1,845
– – 0.22% 88
2026
Q1 		$341K Sell
1,845
-140
-7% -$24.7K 0.23% 91
2025
Q4 		$333K Hold
1,985
– – 0.22% 91
2025
Q3 		$339K Buy
1,985
+10
+0.5% +$1.61K 0.22% 90
2025
Q2 		$304K Hold
1,975
– – 0.21% 95
2025
Q1 		$305K Hold
1,975
– – 0.22% 95
2024
Q4 		$275K Buy
1,975
+20
+1% +$2.85K 0.2% 98
2024
Q3 		$271K Hold
1,955
– – 0.19% 98
2024
Q2 		$228K Buy
1,955
+70
+4% +$8.16K 0.18% 100
2024
Q1 		$224K Buy
+1,885
New +$216K 0.18% 100

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

Pinnacle West Asset Management's ATO Position: Q2 2026 in Review

Pinnacle West Asset Management held its Atmos Energy (ATO) position steady in Q2 2026 at 1,845 shares worth $318K. The position accounts for 0.22% of the portfolio, ranked #88.

Pinnacle West Asset Management first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. The position peaked at $341K in Q1 2026. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Pinnacle West Asset Management held 1,845 shares of Atmos Energy worth $318K as of Q2 2026.
  • Pinnacle West Asset Management left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.22% of Pinnacle West Asset Management's portfolio in Q2 2026, its #88 holding.
  • Pinnacle West Asset Management first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
  • Pinnacle West Asset Management's Atmos Energy position peaked at $341K in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.