Summit Global Investments’s Atmos Energy ATO Stock Holding History

Summit Global Investments’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	$905K	Sell	5,255 -4,806	-48%	-$861K	0.05%	225
2026 Q1	$1.86M	Sell	10,061 -13,818	-58%	-$2.44M	0.11%	101
2025 Q4	$4M	Sell	23,879 -12,678	-35%	-$2.19M	0.24%	51
2025 Q3	$6.24M	Sell	36,557 -2,550	-7%	-$412K	0.36%	44
2025 Q2	$6.03M	Buy	+39,107	New	+$6.07M	0.36%	51
2024 Q3	–	Sell	-6,119	Closed	-$714K	–	504
2024 Q2	$714K	Buy	+6,119	New	+$713K	0.05%	295
2024 Q1	–	Sell	-10,292	Closed	-$1.19M	–	504
2023 Q4	$1.19M	Buy	+10,292	New	+$1.15M	0.08%	209

Other funds holding ATO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Summit Global Investments's ATO Position: Q2 2026 in Review

Summit Global Investments reduced its Atmos Energy (ATO) stake by 48% in Q2 2026, selling an estimated $861K and leaving 5,255 shares worth $905K. The position accounts for 0.05% of the portfolio, ranked #225.

Summit Global Investments first reported a position in ATO in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.24M in Q3 2025. 428 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Summit Global Investments held 5,255 shares of Atmos Energy worth $905K as of Q2 2026.
Summit Global Investments sold 4,806 Atmos Energy shares in Q2 2026, an estimated $861K.
Atmos Energy made up 0.05% of Summit Global Investments's portfolio in Q2 2026, its #225 holding.
Summit Global Investments first reported a position in Atmos Energy in Q4 2023 and has held it in 7 quarters since.
Summit Global Investments's Atmos Energy position peaked at $6.24M in Q3 2025.
428 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.