SlateStone Wealth’s Atmos Energy ATO Stock Holding History

SlateStone Wealth’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	$1.32M	Buy	7,675 +150	+2%	+$26.9K	0.1%	143
2026 Q1	$1.39M	Buy	7,525 +385	+5%	+$68K	0.11%	138
2025 Q4	$1.2M	Buy	7,140 +35	+0.5%	+$6.05K	0.1%	146
2025 Q3	$1.21M	Hold	7,105	–	–	0.11%	141
2025 Q2	$1.09M	Hold	7,105	–	–	0.1%	145
2025 Q1	$1.1M	Sell	7,105 -550	-7%	-$80.2K	0.11%	140
2024 Q4	$1.07M	Buy	7,655 +250	+3%	+$35.6K	0.1%	146
2024 Q3	$1.03M	Buy	7,405 +15	+0.2%	+$1.93K	0.09%	153
2024 Q2	$862K	Sell	7,390 -44	-0.6%	-$5.13K	0.09%	158
2024 Q1	$884K	Buy	+7,434	New	+$853K	0.09%	154

Other funds holding ATO

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

SlateStone Wealth's ATO Position: Q2 2026 in Review

SlateStone Wealth increased its Atmos Energy (ATO) stake by 2% in Q2 2026, buying an estimated $26.9K and bringing the position to 7,675 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #143.

SlateStone Wealth first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2026. 222 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

SlateStone Wealth held 7,675 shares of Atmos Energy worth $1.32M as of Q2 2026.
SlateStone Wealth bought 150 Atmos Energy shares in Q2 2026, an estimated $26.9K.
Atmos Energy made up 0.1% of SlateStone Wealth's portfolio in Q2 2026, its #143 holding.
SlateStone Wealth first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
SlateStone Wealth's Atmos Energy position peaked at $1.39M in Q1 2026.
222 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.