TC
ATO icon

TwinBeech Capital’s Atmos Energy ATO Stock Holding History

TwinBeech Capital’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 		$5.49M Buy
+31,885
New +$5.71M 0.99% 24
2023
Q4 		– Sell
-71,971
Closed -$7.62M – 646
2023
Q3 		$7.62M Buy
+71,971
New +$8.4M 0.15% 190
2023
Q2 		– Sell
-40,835
Closed -$4.59M – 588
2023
Q1 		$4.59M Buy
+40,835
New +$4.64M 0.09% 250
2020
Q1 		– Sell
-3,056
Closed -$342K – 288
2019
Q4 		$342K Buy
+3,056
New +$335K 0.1% 274

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

TwinBeech Capital's ATO Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Atmos Energy (ATO) in Q2 2026: 31,885 shares worth $5.49M. The stake represents 0.99% of the portfolio and ranks #24 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in ATO as recently as Q3 2023.

TwinBeech Capital first reported a position in ATO in Q4 2019 and has held it in 4 quarters since. The position peaked at $7.62M in Q3 2023. 1,041 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • TwinBeech Capital held 31,885 shares of Atmos Energy worth $5.49M as of Q2 2026.
  • Atmos Energy was a new TwinBeech Capital position in Q2 2026.
  • Atmos Energy made up 0.99% of TwinBeech Capital's portfolio in Q2 2026, its #24 holding.
  • TwinBeech Capital first reported a position in Atmos Energy in Q4 2019 and has held it in 4 quarters since.
  • TwinBeech Capital's Atmos Energy position peaked at $7.62M in Q3 2023.
  • 1,041 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.