Truist Financial
ATO icon

Truist Financial’s Atmos Energy ATO Stock Holding History

Truist Financial’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 		$5.16M Sell
29,955
-5,060
-14% -$906K 0.01% 904
2026
Q1 		$6.47M Buy
35,015
+4,407
+14% +$779K 0.01% 755
2025
Q4 		$5.13M Sell
30,608
-330
-1% -$57.1K 0.01% 847
2025
Q3 		$5.28M Sell
30,938
-3,767
-11% -$608K 0.01% 863
2025
Q2 		$5.35M Buy
34,705
+981
+3% +$152K 0.01% 828
2025
Q1 		$5.21M Buy
33,724
+6,739
+25% +$983K 0.01% 816
2024
Q4 		$3.76M Sell
26,985
-2
-0% -$284 0.01% 949
2024
Q3 		$3.74M Sell
26,987
-1,919
-7% -$247K 0.01% 948
2024
Q2 		$3.37M Buy
28,906
+2,952
+11% +$344K 0.01% 1021
2024
Q1 		$3.09M Sell
25,954
-12,847
-33% -$1.47M ﹤0.01% 1086
2023
Q4 		$4.5M Buy
38,801
+2,196
+6% +$245K 0.01% 903
2023
Q3 		$3.88M Buy
36,605
+7,302
+25% +$852K 0.01% 937
2023
Q2 		$3.41M Sell
29,303
-2,275
-7% -$263K 0.01% 1001
2023
Q1 		$3.55M Buy
31,578
+6,579
+26% +$748K 0.01% 972
2022
Q4 		$2.8M Buy
24,999
+4,868
+24% +$535K ﹤0.01% 1042
2022
Q3 		$2.05M Sell
20,131
-9,710
-33% -$1.11M ﹤0.01% 1156
2022
Q2 		$3.34M Buy
29,841
+3,707
+14% +$425K 0.01% 961
2022
Q1 		$3.12M Buy
26,134
+5,132
+24% +$560K ﹤0.01% 1087
2021
Q4 		$2.2M Buy
21,002
+13,589
+183% +$1.29M ﹤0.01% 1255
2021
Q3 		$654K Buy
7,413
+91
+1% +$8.8K ﹤0.01% 1856
2021
Q2 		$703K Buy
7,322
+376
+5% +$37.7K ﹤0.01% 1847
2021
Q1 		$686K Buy
6,946
+988
+17% +$89.9K ﹤0.01% 1803
2020
Q4 		$569K Sell
5,958
-11,567
-66% -$1.12M ﹤0.01% 1786
2020
Q3 		$1.68M Buy
17,525
+806
+5% +$80.5K ﹤0.01% 1148
2020
Q2 		$1.67M Buy
16,719
+695
+4% +$70.1K ﹤0.01% 1108
2020
Q1 		$1.59M Sell
16,024
-3,802
-19% -$418K ﹤0.01% 1069
2019
Q4 		$2.22M Buy
19,826
+17,907
+933% +$1.96M ﹤0.01% 1090
2019
Q3 		$219K Buy
+1,919
New +$210K ﹤0.01% 737
2017
Q2 		– Sell
-2,784
Closed -$220K – 789
2017
Q1 		$220K Sell
2,784
-5,901
-68% -$453K ﹤0.01% 765
2016
Q4 		$644K Sell
8,685
-1,009
-10% -$72.9K 0.01% 546
2016
Q3 		$722K Sell
9,694
-858
-8% -$66K 0.01% 525
2016
Q2 		$858K Buy
10,552
+876
+9% +$65K 0.02% 506
2016
Q1 		$719K Sell
9,676
-282
-3% -$19.4K 0.02% 481
2015
Q4 		$628K Buy
9,958
+1,870
+23% +$115K 0.02% 496
2015
Q3 		$471K Buy
8,088
+1,836
+29% +$101K 0.01% 556
2015
Q2 		$320K Buy
6,252
+370
+6% +$19.8K 0.01% 636
2015
Q1 		$326K Buy
+5,882
New +$324K 0.01% 635

Other funds holding ATO

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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial's ATO Position: Q2 2026 in Review

Truist Financial reduced its Atmos Energy (ATO) stake by 14% in Q2 2026, selling an estimated $906K and leaving 29,955 shares worth $5.16M. The position accounts for 0.01% of the portfolio, ranked #904.

Truist Financial first reported a position in ATO in Q1 2015 and has held it in 37 quarters since. The position peaked at $6.47M in Q1 2026. 420 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Truist Financial held 29,955 shares of Atmos Energy worth $5.16M as of Q2 2026.
  • Truist Financial sold 5,060 Atmos Energy shares in Q2 2026, an estimated $906K.
  • Atmos Energy made up 0.01% of Truist Financial's portfolio in Q2 2026, its #904 holding.
  • Truist Financial first reported a position in Atmos Energy in Q1 2015 and has held it in 37 quarters since.
  • Truist Financial's Atmos Energy position peaked at $6.47M in Q1 2026.
  • 420 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.