Strategy Asset Managers
ATO icon

Strategy Asset Managers’s Atmos Energy ATO Stock Holding History

Strategy Asset Managers’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
Q3 		$390K Buy
2,492
+107
+4% +$18.1K 0.06% 179
2026
Q2 		$411K Sell
2,385
-86
-3% -$15.4K 0.06% 182
2026
Q1 		$457K Sell
2,471
-22
-0.9% -$3.89K 0.07% 165
2025
Q4 		$418K Buy
2,493
+7
+0.3% +$1.21K 0.07% 169
2025
Q3 		$424K Sell
2,486
-17
-0.7% -$2.74K 0.08% 160
2025
Q2 		$386K Sell
2,503
-10
-0.4% -$1.55K 0.07% 170
2025
Q1 		$389K Sell
2,513
-161
-6% -$23.5K 0.08% 169
2024
Q4 		$372K Sell
2,674
-2
-0.1% -$284 0.07% 170
2024
Q3 		$371K Buy
2,676
+304
+13% +$39.1K 0.07% 184
2024
Q2 		$276K Sell
2,372
-34
-1% -$3.96K 0.06% 196
2024
Q1 		$286K Buy
2,406
+46
+2% +$5.28K 0.06% 195
2023
Q4 		$274K Buy
2,360
+15
+0.6% +$1.68K 0.06% 190
2023
Q3 		$248K Sell
2,345
-27
-1% -$3.15K 0.07% 187
2023
Q2 		$276K Buy
2,372
+35
+1% +$4.05K 0.06% 196
2023
Q1 		$263K Sell
2,337
-155
-6% -$17.6K 0.06% 200
2022
Q4 		$279K Buy
2,492
+6
+0.2% +$660 0.07% 194
2022
Q3 		$253K Buy
+2,486
New +$285K 0.07% 206
2022
Q2 		– Sell
-2,514
Closed -$300K – 171
2022
Q1 		$300K Buy
+2,514
New +$275K 0.06% 202
2021
Q4 		– Sell
-2,485
Closed -$219K – 170
2021
Q3 		$219K Buy
2,485
+8
+0.3% +$774 0.05% 253
2021
Q2 		$238K Buy
2,477
+451
+22% +$45.2K 0.05% 246
2021
Q1 		$201K Buy
+2,026
New +$184K 0.05% 250

Other funds holding ATO

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Strategy Asset Managers's ATO Position: Q3 2026 in Review

Strategy Asset Managers increased its Atmos Energy (ATO) stake by 4.5% in Q3 2026, buying an estimated $18.1K and bringing the position to 2,492 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #179.

Strategy Asset Managers first reported a position in ATO in Q1 2021 and has held it in 21 quarters since. The position peaked at $457K in Q1 2026. 179 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Strategy Asset Managers held 2,492 shares of Atmos Energy worth $390K as of Q3 2026.
  • Strategy Asset Managers bought 107 Atmos Energy shares in Q3 2026, an estimated $18.1K.
  • Atmos Energy made up 0.06% of Strategy Asset Managers's portfolio in Q3 2026, its #179 holding.
  • Strategy Asset Managers first reported a position in Atmos Energy in Q1 2021 and has held it in 21 quarters since.
  • Strategy Asset Managers's Atmos Energy position peaked at $457K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.