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Summit Financial’s Atmos Energy ATO Stock Holding History

Summit Financial’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 		$321K Buy
1,863
+131
+8% +$23.5K ﹤0.01% 1295
2026
Q1 		$320K Sell
1,732
-16
-0.9% -$2.83K ﹤0.01% 1163
2025
Q4 		$293K Sell
1,748
-306
-15% -$52.9K ﹤0.01% 1094
2025
Q3 		$351K Buy
2,054
+22
+1% +$3.55K 0.01% 1013
2025
Q2 		$313K Buy
2,032
+93
+5% +$14.4K 0.01% 672
2025
Q1 		$300K Buy
1,939
+339
+21% +$49.5K 0.01% 609
2024
Q4 		$223K Buy
+1,600
New +$228K 0.01% 601

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

Summit Financial's ATO Position: Q2 2026 in Review

Summit Financial increased its Atmos Energy (ATO) stake by 7.6% in Q2 2026, buying an estimated $23.5K and bringing the position to 1,863 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Summit Financial first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Summit Financial held 1,863 shares of Atmos Energy worth $321K as of Q2 2026.
  • Summit Financial bought 131 Atmos Energy shares in Q2 2026, an estimated $23.5K.
  • Atmos Energy made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1295 holding.
  • Summit Financial first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Atmos Energy position peaked at $351K in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.