TOBAM’s Atmos Energy ATO Stock Holding History

TOBAM’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	$327K	Buy	1,896 +260	+16%	+$46.6K	0.08%	171
2026 Q1	$302K	Hold	1,636	–	–	0.08%	170
2025 Q4	$274K	Buy	+1,636	New	+$283K	0.07%	177
2022 Q4	–	Sell	-1,091	Closed	-$111K	–	412
2022 Q3	$111K	Buy	1,091 +993	+1,013%	+$114K	0.01%	267
2022 Q2	$11K	Hold	98	–	–	﹤0.01%	424
2022 Q1	$12K	Sell	98 -319	-76%	-$34.8K	﹤0.01%	424
2021 Q4	$44K	Hold	417	–	–	﹤0.01%	369
2021 Q3	$37K	Hold	417	–	–	﹤0.01%	403
2021 Q2	$40K	Hold	417	–	–	﹤0.01%	382
2021 Q1	$41K	Hold	417	–	–	﹤0.01%	364
2020 Q4	$40K	Hold	417	–	–	﹤0.01%	361
2020 Q3	$40K	Buy	+417	New	+$41.6K	﹤0.01%	321
2017 Q1	–	Sell	-3,560	Closed	-$264K	–	125
2016 Q4	$264K	Sell	3,560 -216,173	-98%	-$15.6M	0.01%	123
2016 Q3	$16.4M	Sell	219,733 -8,390	-4%	-$646K	0.59%	55
2016 Q2	$18.6M	Buy	228,123 +96,077	+73%	+$7.12M	0.74%	47
2016 Q1	$9.81M	Buy	+132,046	New	+$9.06M	0.39%	63

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TOBAM's ATO Position: Q2 2026 in Review

TOBAM increased its Atmos Energy (ATO) stake by 16% in Q2 2026, buying an estimated $46.6K and bringing the position to 1,896 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #171.

TOBAM first reported a position in ATO in Q1 2016 and has held it in 16 quarters since. The position peaked at $18.6M in Q2 2016. 1,041 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

TOBAM held 1,896 shares of Atmos Energy worth $327K as of Q2 2026.
TOBAM bought 260 Atmos Energy shares in Q2 2026, an estimated $46.6K.
Atmos Energy made up 0.08% of TOBAM's portfolio in Q2 2026, its #171 holding.
TOBAM first reported a position in Atmos Energy in Q1 2016 and has held it in 16 quarters since.
TOBAM's Atmos Energy position peaked at $18.6M in Q2 2016.
1,041 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.