UBS Group
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UBS Group’s Atmos Energy ATO Stock Holding History

UBS Group’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
2015
Q2 		– Sell
-100
Closed -$6K – 8469
2015
Q1 		$6K Hold
100
– – ﹤0.01% 7990
2014
Q4 		$6K Buy
+100
New +$5.27K ﹤0.01% 8802

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

UBS Group's ATO Position: Q2 2026 in Review

UBS Group reduced its Atmos Energy (ATO) stake by 0.78% in Q2 2026, selling an estimated $1M and leaving 713,094 shares worth $123M. The position accounts for 0.02% of the portfolio, ranked #985.

UBS Group first reported a position in ATO in Q4 2014 and has held it in 47 quarters since. The position peaked at $148M in Q3 2025. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • UBS Group held 713,094 shares of Atmos Energy worth $123M as of Q2 2026.
  • UBS Group sold 5,593 Atmos Energy shares in Q2 2026, an estimated $1M.
  • Atmos Energy made up 0.02% of UBS Group's portfolio in Q2 2026, its #985 holding.
  • UBS Group first reported a position in Atmos Energy in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Atmos Energy position peaked at $148M in Q3 2025.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.