TCA
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Transcend Capital Advisors’s Atmos Energy ATO Stock Holding History

Transcend Capital 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 		$601K Buy
3,490
+1,257
+56% +$225K 0.04% 389
2026
Q1 		$412K Buy
2,233
+13
+0.6% +$2.3K 0.03% 438
2025
Q4 		$372K Buy
2,220
+180
+9% +$31.1K 0.03% 451
2025
Q3 		$348K Buy
2,040
+401
+24% +$64.7K 0.02% 482
2025
Q2 		$253K Sell
1,639
-243
-13% -$37.7K 0.02% 512
2025
Q1 		$291K Hold
1,882
– – 0.02% 482
2024
Q4 		$262K Hold
1,882
– – 0.02% 471
2024
Q3 		$261K Buy
1,882
+6
+0.3% +$771 0.02% 506
2024
Q2 		$219K Buy
+1,876
New +$219K 0.02% 534

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Transcend Capital Advisors's ATO Position: Q2 2026 in Review

Transcend Capital Advisors increased its Atmos Energy (ATO) stake by 56% in Q2 2026, buying an estimated $225K and bringing the position to 3,490 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #389.

Transcend Capital Advisors first reported a position in ATO in Q2 2024 and has held it in 9 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Transcend Capital Advisors held 3,490 shares of Atmos Energy worth $601K as of Q2 2026.
  • Transcend Capital Advisors bought 1,257 Atmos Energy shares in Q2 2026, an estimated $225K.
  • Atmos Energy made up 0.04% of Transcend Capital Advisors's portfolio in Q2 2026, its #389 holding.
  • Transcend Capital Advisors first reported a position in Atmos Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.