Ray Dalio
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Ray Dalio’s Atmos Energy ATO Stock Holding History

Ray Dalio’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 		$618K Buy
+3,587
New +$642K ﹤0.01% 896
2024
Q1 		– Sell
-40,244
Closed -$4.66M – 692
2023
Q4 		$4.66M Buy
+40,244
New +$4.5M 0.03% 375
2023
Q3 		– Sell
-4,840
Closed -$563K – 745
2023
Q2 		$563K Sell
4,840
-1,992
-29% -$231K ﹤0.01% 639
2023
Q1 		$768K Sell
6,832
-16,034
-70% -$1.82M ﹤0.01% 592
2022
Q4 		$2.56M Buy
22,866
+8,146
+55% +$896K 0.01% 490
2022
Q3 		$1.5M Sell
14,720
-8,841
-38% -$1.01M 0.01% 621
2022
Q2 		$2.64M Buy
23,561
+7,669
+48% +$879K 0.01% 618
2022
Q1 		$1.9M Buy
15,892
+8,420
+113% +$920K 0.01% 694
2021
Q4 		$783K Sell
7,472
-3,200
-30% -$303K ﹤0.01% 612
2021
Q3 		$941K Buy
10,672
+355
+3% +$34.3K 0.01% 522
2021
Q2 		$992K Buy
+10,317
New +$1.03M 0.01% 588
2020
Q3 		– Sell
-2,098
Closed -$209K – 439
2020
Q2 		$209K Sell
2,098
-1,489
-42% -$150K ﹤0.01% 371
2020
Q1 		$356K Buy
+3,587
New +$394K 0.01% 326
2019
Q1 		– Sell
-8,869
Closed -$822K – 326
2018
Q4 		$822K Buy
+8,869
New +$848K 0.01% 357
2018
Q3 		– Sell
-3,900
Closed -$352K – 367
2018
Q2 		$352K Sell
3,900
-2,778
-42% -$240K ﹤0.01% 401
2018
Q1 		$563K Sell
6,678
-1,326
-17% -$108K 0.01% 378
2017
Q4 		$687K Buy
+8,004
New +$704K 0.01% 207

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

Ray Dalio's ATO Position: Q2 2026 in Review

Ray Dalio opened a new position in Atmos Energy (ATO) in Q2 2026: 3,587 shares worth $618K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: Ray Dalio previously reported a position in ATO as recently as Q4 2023.

Ray Dalio first reported a position in ATO in Q4 2017 and has held it in 17 quarters since. The position peaked at $4.66M in Q4 2023. 1,045 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Ray Dalio held 3,587 shares of Atmos Energy worth $618K as of Q2 2026.
  • Atmos Energy was a new Ray Dalio position in Q2 2026.
  • Atmos Energy made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #896 holding.
  • Ray Dalio first reported a position in Atmos Energy in Q4 2017 and has held it in 17 quarters since.
  • Ray Dalio's Atmos Energy position peaked at $4.66M in Q4 2023.
  • 1,045 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.