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Portfolio Design Labs’s Atmos Energy ATO Stock Holding History

Portfolio Design Labs’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 		$600K Sell
3,480
-45
-1% -$8.06K 0.1% 145
2026
Q1 		$651K Hold
3,525
– – 0.12% 154
2025
Q4 		$591K Hold
3,525
– – 0.1% 153
2025
Q3 		$602K Buy
3,525
+986
+39% +$159K 0.1% 156
2025
Q2 		$391K Sell
2,539
-4,051
-61% -$629K 0.08% 111
2025
Q1 		$1.02M Sell
6,590
-4,697
-42% -$685K 0.21% 92
2024
Q4 		$1.57M Sell
11,287
-443
-4% -$63K 0.32% 97
2024
Q3 		$1.63M Sell
11,730
-10,124
-46% -$1.3M 0.45% 81
2024
Q2 		$2.55M Buy
21,854
+706
+3% +$82.3K 0.79% 53
2024
Q1 		$2.51M Buy
21,148
+4,097
+24% +$470K 0.84% 46
2023
Q4 		$1.98M Buy
+17,051
New +$1.91M 0.75% 42

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

Portfolio Design Labs's ATO Position: Q2 2026 in Review

Portfolio Design Labs reduced its Atmos Energy (ATO) stake by 1.3% in Q2 2026, selling an estimated $8.06K and leaving 3,480 shares worth $600K. The position accounts for 0.1% of the portfolio, ranked #145.

Portfolio Design Labs first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.55M in Q2 2024. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Portfolio Design Labs held 3,480 shares of Atmos Energy worth $600K as of Q2 2026.
  • Portfolio Design Labs sold 45 Atmos Energy shares in Q2 2026, an estimated $8.06K.
  • Atmos Energy made up 0.1% of Portfolio Design Labs's portfolio in Q2 2026, its #145 holding.
  • Portfolio Design Labs first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • Portfolio Design Labs's Atmos Energy position peaked at $2.55M in Q2 2024.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.