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Third View Private Wealth’s Atmos Energy ATO Stock Holding History

Third View Private Wealth’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 		– Sell
-2,259
Closed -$417K – 294
2026
Q1 		$417K Sell
2,259
-919
-29% -$162K 0.06% 189
2025
Q4 		$533K Buy
+3,178
New +$549K 0.07% 166

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Third View Private Wealth's ATO Position: Q2 2026 in Review

Third View Private Wealth sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 2,259 shares — an estimated $417K sold.

Third View Private Wealth first reported a position in ATO in Q4 2025 and held it in 2 quarters. The position peaked at $533K in Q4 2025. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Third View Private Wealth reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Third View Private Wealth sold 2,259 Atmos Energy shares in Q2 2026, an estimated $417K.
  • Third View Private Wealth first reported a position in Atmos Energy in Q4 2025 and held it in 2 quarters.
  • Third View Private Wealth's Atmos Energy position peaked at $533K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.