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Summit Securities Group’s Atmos Energy ATO Stock Holding History

Summit Securities Group’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 		$6.72K Buy
39
+12
+44% +$2.15K ﹤0.01% 916
2026
Q1 		$4.99K Sell
27
-212
-89% -$37.5K ﹤0.01% 796
2025
Q4 		$40.1K Sell
239
-39
-14% -$6.74K 0.01% 659
2025
Q3 		$47.5K Buy
278
+172
+162% +$27.8K 0.01% 575
2025
Q2 		$16.3K Buy
+106
New +$16.5K ﹤0.01% 779
2024
Q1 		– Sell
-1
Closed – – 471
2023
Q4 		$0 Buy
+1
New +$112 ﹤0.01% 664
2023
Q3 		– Sell
-188
Closed -$22K – 569
2023
Q2 		$22K Sell
188
-92
-33% -$10.6K ﹤0.01% 605
2023
Q1 		$31K Sell
280
-2,534
-90% -$288K ﹤0.01% 534
2022
Q4 		$315K Buy
2,814
+1,723
+158% +$189K 0.01% 353
2022
Q3 		$111K Buy
1,091
+802
+278% +$91.9K 0.01% 508
2022
Q2 		$32K Buy
289
+133
+85% +$15.2K ﹤0.01% 655
2022
Q1 		$19K Buy
+156
New +$17K ﹤0.01% 720

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 Securities Group's ATO Position: Q2 2026 in Review

Summit Securities Group increased its Atmos Energy (ATO) stake by 44% in Q2 2026, buying an estimated $2.15K and bringing the position to 39 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Summit Securities Group first reported a position in ATO in Q1 2022 and has held it in 12 quarters since. The position peaked at $315K in Q4 2022. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Summit Securities Group held 39 shares of Atmos Energy worth $6.72K as of Q2 2026.
  • Summit Securities Group bought 12 Atmos Energy shares in Q2 2026, an estimated $2.15K.
  • Atmos Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #916 holding.
  • Summit Securities Group first reported a position in Atmos Energy in Q1 2022 and has held it in 12 quarters since.
  • Summit Securities Group's Atmos Energy position peaked at $315K in Q4 2022.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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