Private Trust Company’s Atmos Energy ATO Stock Holding History

Private Trust Company’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	$32K	Sell	186 -145	-44%	-$26K	﹤0.01%	1573
2026 Q1	$61.1K	Sell	331 -42	-11%	-$7.42K	0.01%	1226
2025 Q4	$62.5K	Buy	373 +23	+7%	+$3.98K	0.01%	1202
2025 Q3	$59.8K	Sell	350 -23	-6%	-$3.71K	0.01%	1195
2025 Q2	$57.5K	Sell	373 -5	-1%	-$777	0.01%	1161
2025 Q1	$58.4K	Buy	378 +78	+26%	+$11.4K	0.01%	1133
2024 Q4	$41.8K	Hold	300	–	–	﹤0.01%	1233
2024 Q3	$41.6K	Sell	300 -68	-18%	-$8.74K	﹤0.01%	1207
2024 Q2	$42.9K	Buy	368 +150	+69%	+$17.5K	﹤0.01%	1171
2024 Q1	$25.9K	Hold	218	–	–	﹤0.01%	1339
2023 Q4	$25.3K	Sell	218 -362	-62%	-$40.5K	﹤0.01%	1312
2023 Q3	$61.4K	Buy	580 +68	+13%	+$7.93K	0.01%	948
2023 Q2	$59.6K	Hold	512	–	–	0.01%	967
2023 Q1	$57.5K	Sell	512 -70	-12%	-$7.96K	0.01%	949
2022 Q4	$65K	Hold	582	–	–	0.01%	868
2022 Q3	$59K	Sell	582 -7	-1%	-$802	0.01%	835
2022 Q2	$66K	Buy	+589	New	+$67.5K	0.01%	831
2014 Q4	–	Sell	-261	Closed	-$12K	–	358
2014 Q3	$12K	Sell	261 -8	-3%	-$399	﹤0.01%	1023
2014 Q2	$14K	Buy	269 +2	+0.7%	+$101	﹤0.01%	959
2014 Q1	$13K	Buy	267 +37	+16%	+$1.7K	﹤0.01%	864
2013 Q4	$10K	Hold	230	–	–	﹤0.01%	931
2013 Q3	$10K	Buy	230 +130	+130%	+$5.49K	﹤0.01%	906
2013 Q2	$4K	Buy	+100	New	+$4.26K	﹤0.01%	1114

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Trust Company's ATO Position: Q2 2026 in Review

Private Trust Company reduced its Atmos Energy (ATO) stake by 44% in Q2 2026, selling an estimated $26K and leaving 186 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Private Trust Company first reported a position in ATO in Q2 2013 and has held it in 23 quarters since. The position peaked at $66K in Q2 2022. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Private Trust Company held 186 shares of Atmos Energy worth $32K as of Q2 2026.
Private Trust Company sold 145 Atmos Energy shares in Q2 2026, an estimated $26K.
Atmos Energy made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1573 holding.
Private Trust Company first reported a position in Atmos Energy in Q2 2013 and has held it in 23 quarters since.
Private Trust Company's Atmos Energy position peaked at $66K in Q2 2022.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.