UFF
ATO icon

USA Financial Formulas’s Atmos Energy ATO Stock Holding History

USA Financial Formulas’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 		– Sell
-5
Closed -$924 – 426
2026
Q1 		$924 Hold
5
– – ﹤0.01% 336
2025
Q4 		$838 Sell
5
-5,109
-100% -$883K ﹤0.01% 317
2025
Q3 		$873K Sell
5,114
-2,215
-30% -$358K 0.15% 48
2025
Q2 		$1.13M Buy
7,329
+2,096
+40% +$326K 0.19% 42
2025
Q1 		$809K Sell
5,233
-3,022
-37% -$441K 0.13% 68
2024
Q4 		$1.15M Buy
+8,255
New +$1.17M 0.18% 51
2023
Q3 		– Sell
-3
Closed -$349 – 497
2023
Q2 		$349 Hold
3
– – ﹤0.01% 463
2023
Q1 		$337 Buy
+3
New +$341 ﹤0.01% 397
2022
Q3 		$1.02M Buy
10,032
+3,519
+54% +$403K 1.61% 34
2022
Q2 		$730K Buy
6,513
+6,510
+217,000% +$746K 0.91% 54
2022
Q1 		$0 Hold
3
– – ﹤0.01% 356
2021
Q4 		$0 Hold
3
– – ﹤0.01% 375
2021
Q3 		$0 Hold
3
– – ﹤0.01% 403
2021
Q2 		$0 Hold
3
– – ﹤0.01% 375
2021
Q1 		$0 Hold
3
– – ﹤0.01% 336
2020
Q4 		$0 Hold
3
– – ﹤0.01% 322
2020
Q3 		$0 Hold
3
– – ﹤0.01% 320
2020
Q2 		$0 Hold
3
– – ﹤0.01% 237
2020
Q1 		$0 Hold
3
– – ﹤0.01% 211
2019
Q4 		$0 Sell
3
-24,247
-100% -$2.66M ﹤0.01% 227
2019
Q3 		$2.76M Buy
+24,250
New +$2.65M 1.07% 51
2016
Q3 		– Sell
-6,278
Closed -$511K – 230
2016
Q2 		$511K Sell
6,278
-1,992
-24% -$148K 0.14% 112
2016
Q1 		$614K Buy
+8,270
New +$568K 0.2% 46

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

USA Financial Formulas's ATO Position: Q2 2026 in Review

USA Financial Formulas sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 5 shares — an estimated $924 sold.

USA Financial Formulas first reported a position in ATO in Q1 2016 and held it in 23 quarters. The position peaked at $2.76M in Q3 2019. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • USA Financial Formulas reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 5 Atmos Energy shares in Q2 2026, an estimated $924.
  • USA Financial Formulas first reported a position in Atmos Energy in Q1 2016 and held it in 23 quarters.
  • USA Financial Formulas's Atmos Energy position peaked at $2.76M in Q3 2019.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.