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Signature Estate & Investment Advisors’s Atmos Energy ATO Stock Holding History

Signature Estate & Investment Advisors’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 		$352K Sell
2,043
-101
-5% -$18.1K 0.01% 515
2026
Q1 		$396K Buy
2,144
+719
+50% +$127K 0.01% 468
2025
Q4 		$239K Buy
1,425
+14
+1% +$2.42K ﹤0.01% 551
2025
Q3 		$241K Sell
1,411
-58
-4% -$9.36K 0.01% 542
2025
Q2 		$226K Buy
+1,469
New +$228K 0.01% 529

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

Signature Estate & Investment Advisors's ATO Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Atmos Energy (ATO) stake by 4.7% in Q2 2026, selling an estimated $18.1K and leaving 2,043 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #515.

Signature Estate & Investment Advisors first reported a position in ATO in Q2 2025 and has held it in 5 quarters since. The position peaked at $396K in Q1 2026. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,043 shares of Atmos Energy worth $352K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 101 Atmos Energy shares in Q2 2026, an estimated $18.1K.
  • Atmos Energy made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #515 holding.
  • Signature Estate & Investment Advisors first reported a position in Atmos Energy in Q2 2025 and has held it in 5 quarters since.
  • Signature Estate & Investment Advisors's Atmos Energy position peaked at $396K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.