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SBI Okasan Asset Management’s Atmos Energy ATO Stock Holding History

SBI Okasan Asset Management’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 		$1.04M Sell
5,962
-3,932
-40% -$704K 0.03% 128
2026
Q1 		$1.83M Buy
9,894
+294
+3% +$52K 0.08% 45
2025
Q4 		$1.62M Buy
+9,600
New +$1.66M 0.09% 62

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

SBI Okasan Asset Management's ATO Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Atmos Energy (ATO) stake by 40% in Q2 2026, selling an estimated $704K and leaving 5,962 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #128.

SBI Okasan Asset Management first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • SBI Okasan Asset Management held 5,962 shares of Atmos Energy worth $1.04M as of Q2 2026.
  • SBI Okasan Asset Management sold 3,932 Atmos Energy shares in Q2 2026, an estimated $704K.
  • Atmos Energy made up 0.03% of SBI Okasan Asset Management's portfolio in Q2 2026, its #128 holding.
  • SBI Okasan Asset Management first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Atmos Energy position peaked at $1.83M in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.