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Rothschild Investment LLC’s Atmos Energy ATO Stock Holding History

Rothschild Investment LLC’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 		$153K Sell
889
-55
-6% -$9.85K 0.01% 938
2026
Q1 		$174K Buy
944
+829
+721% +$146K 0.01% 716
2025
Q4 		$19.3K Buy
115
+47
+69% +$8.13K ﹤0.01% 1334
2025
Q3 		$11.6K Buy
68
+13
+24% +$2.1K ﹤0.01% 1387
2025
Q2 		$8.48K Sell
55
-5
-8% -$777 ﹤0.01% 1281
2025
Q1 		$9.28K Buy
60
+35
+140% +$5.11K ﹤0.01% 1190
2024
Q4 		$3.48K Buy
25
+9
+56% +$1.28K ﹤0.01% 1495
2024
Q3 		$2.22K Buy
16
+2
+14% +$257 ﹤0.01% 1669
2024
Q2 		$1.63K Buy
+14
New +$1.63K ﹤0.01% 1460
2024
Q1 		– Sell
-15
Closed -$1.74K – 2269
2023
Q4 		$1.74K Buy
+15
New +$1.68K ﹤0.01% 1160

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Rothschild Investment LLC's ATO Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Atmos Energy (ATO) stake by 5.8% in Q2 2026, selling an estimated $9.85K and leaving 889 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #938.

Rothschild Investment LLC first reported a position in ATO in Q4 2023 and has held it in 10 quarters since. The position peaked at $174K in Q1 2026. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Rothschild Investment LLC held 889 shares of Atmos Energy worth $153K as of Q2 2026.
  • Rothschild Investment LLC sold 55 Atmos Energy shares in Q2 2026, an estimated $9.85K.
  • Atmos Energy made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #938 holding.
  • Rothschild Investment LLC first reported a position in Atmos Energy in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Atmos Energy position peaked at $174K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.