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Principal Securities’s Atmos Energy ATO Stock Holding History

Principal Securities’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 		$1.45M Sell
8,422
-287
-3% -$51.4K 0.02% 662
2026
Q1 		$1.61M Buy
8,709
+2,276
+35% +$402K 0.02% 575
2025
Q4 		$1.08M Buy
6,433
+617
+11% +$107K 0.02% 676
2025
Q3 		$993K Buy
5,816
+585
+11% +$94.4K 0.02% 667
2025
Q2 		$806K Buy
5,231
+4,036
+338% +$627K 0.02% 678
2025
Q1 		$166K Hold
1,195
– – ﹤0.01% 1204
2024
Q4 		$166K Buy
1,195
+297
+33% +$42.2K ﹤0.01% 1202
2024
Q3 		$125K Buy
898
+19
+2% +$2.44K ﹤0.01% 1299
2024
Q2 		$103K Sell
879
-68
-7% -$7.92K ﹤0.01% 1317
2024
Q1 		$113K Buy
947
+22
+2% +$2.52K ﹤0.01% 1236
2023
Q4 		$107K Buy
+925
New +$103K ﹤0.01% 1168

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

Principal Securities's ATO Position: Q2 2026 in Review

Principal Securities reduced its Atmos Energy (ATO) stake by 3.3% in Q2 2026, selling an estimated $51.4K and leaving 8,422 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #662.

Principal Securities first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Principal Securities held 8,422 shares of Atmos Energy worth $1.45M as of Q2 2026.
  • Principal Securities sold 287 Atmos Energy shares in Q2 2026, an estimated $51.4K.
  • Atmos Energy made up 0.02% of Principal Securities's portfolio in Q2 2026, its #662 holding.
  • Principal Securities first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Atmos Energy position peaked at $1.61M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.