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Summit Trail Advisors’s Atmos Energy ATO Stock Holding History

Summit Trail Advisors’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 		$1.76M Buy
10,201
+108
+1% +$19.3K 0.02% 693
2026
Q1 		$1.86M Buy
10,093
+1,867
+23% +$330K 0.03% 579
2025
Q4 		$1.38M Buy
8,226
+2,949
+56% +$510K 0.02% 643
2025
Q3 		$901K Buy
+5,277
New +$852K 0.01% 894
2018
Q1 		– Sell
-54
Closed -$5K – 523
2017
Q4 		$5K Buy
+54
New +$4.75K ﹤0.01% 1397

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 Trail Advisors's ATO Position: Q2 2026 in Review

Summit Trail Advisors increased its Atmos Energy (ATO) stake by 1.1% in Q2 2026, buying an estimated $19.3K and bringing the position to 10,201 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #693.

Summit Trail Advisors first reported a position in ATO in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.86M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Summit Trail Advisors held 10,201 shares of Atmos Energy worth $1.76M as of Q2 2026.
  • Summit Trail Advisors bought 108 Atmos Energy shares in Q2 2026, an estimated $19.3K.
  • Atmos Energy made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #693 holding.
  • Summit Trail Advisors first reported a position in Atmos Energy in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Atmos Energy position peaked at $1.86M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.