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Plato Investment Management’s Atmos Energy ATO Stock Holding History

Plato Investment 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 		$603K Sell
3,520
-2,212
-39% -$396K 0.03% 341
2026
Q1 		$1.06M Buy
5,732
+60
+1% +$10.6K 0.07% 255
2025
Q4 		$955K Buy
+5,672
New +$981K 0.06% 270
2024
Q3 		– Sell
-19
Closed -$2.22K – 548
2024
Q2 		$2.22K Buy
19
+8
+73% +$932 ﹤0.01% 470
2024
Q1 		$1.31K Buy
+11
New +$1.26K ﹤0.01% 472

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Plato Investment Management's ATO Position: Q2 2026 in Review

Plato Investment Management reduced its Atmos Energy (ATO) stake by 39% in Q2 2026, selling an estimated $396K and leaving 3,520 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #341.

Plato Investment Management first reported a position in ATO in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.06M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Plato Investment Management held 3,520 shares of Atmos Energy worth $603K as of Q2 2026.
  • Plato Investment Management sold 2,212 Atmos Energy shares in Q2 2026, an estimated $396K.
  • Atmos Energy made up 0.03% of Plato Investment Management's portfolio in Q2 2026, its #341 holding.
  • Plato Investment Management first reported a position in Atmos Energy in Q1 2024 and has held it in 5 quarters since.
  • Plato Investment Management's Atmos Energy position peaked at $1.06M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.