Vest Financial
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Vest Financial’s Atmos Energy ATO Stock Holding History

Vest 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
Q3 		$43M Buy
274,575
+9,127
+3% +$1.55M 0.45% 111
2026
Q2 		$45.7M Sell
265,448
-42,114
-14% -$7.54M 0.48% 102
2026
Q1 		$56.8M Buy
307,562
+29,036
+10% +$5.13M 0.68% 44
2025
Q4 		$46.7M Sell
278,526
-69,151
-20% -$12M 0.59% 86
2025
Q3 		$59.4M Buy
347,677
+12,969
+4% +$2.09M 0.78% 31
2025
Q2 		$51.6M Sell
334,708
-58,254
-15% -$9.05M 0.73% 67
2025
Q1 		$60.7M Sell
392,962
-4,866
-1% -$710K 0.94% 23
2024
Q4 		$55.4M Buy
397,828
+10,367
+3% +$1.47M 0.98% 28
2024
Q3 		$53.7M Buy
387,461
+13,112
+4% +$1.68M 1.03% 34
2024
Q2 		$43.7M Buy
374,349
+41,722
+13% +$4.86M 1.05% 31
2024
Q1 		$39.5M Buy
332,627
+85,579
+35% +$9.8M 1.05% 44
2023
Q4 		$28.6M Buy
247,048
+61,708
+33% +$6.9M 1.07% 47
2023
Q3 		$19.6M Buy
185,340
+80,764
+77% +$9.42M 1.07% 54
2023
Q2 		$12M Buy
104,576
+16,408
+19% +$1.9M 1.12% 41
2023
Q1 		$9.9M Sell
88,168
-2,009
-2% -$228K 1.35% 40
2022
Q4 		$10.1M Buy
90,177
+10,074
+13% +$1.11M 1.58% 21
2022
Q3 		$8.16M Buy
80,103
+592
+0.7% +$67.8K 1.54% 34
2022
Q2 		$9.13M Sell
79,511
-2,970
-4% -$340K 1.66% 20
2022
Q1 		$9.9M Buy
82,481
+10,172
+14% +$1.11M 1.79% 5
2021
Q4 		$7.58M Buy
72,309
+19,371
+37% +$1.84M 1.65% 15
2021
Q3 		$4.67M Buy
52,938
+13,809
+35% +$1.34M 1.42% 55
2021
Q2 		$3.76M Buy
39,129
+10,924
+39% +$1.1M 1.42% 60
2021
Q1 		$2.79M Buy
28,205
+6,021
+27% +$548K 1.6% 20
2020
Q4 		$2.12M Buy
+22,184
New +$2.14M 1.42% 55

Other funds holding ATO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.54B AUM 4.99% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Vest Financial's ATO Position: Q3 2026 in Review

Vest Financial increased its Atmos Energy (ATO) stake by 3.4% in Q3 2026, buying an estimated $1.55M and bringing the position to 274,575 shares worth $43M. The position accounts for 0.45% of the portfolio, ranked #111.

Vest Financial first reported a position in ATO in Q4 2020 and has held it in 24 quarters since. The position peaked at $60.7M in Q1 2025. 679 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Vest Financial held 274,575 shares of Atmos Energy worth $43M as of Q3 2026.
  • Vest Financial bought 9,127 Atmos Energy shares in Q3 2026, an estimated $1.55M.
  • Atmos Energy made up 0.45% of Vest Financial's portfolio in Q3 2026, its #111 holding.
  • Vest Financial first reported a position in Atmos Energy in Q4 2020 and has held it in 24 quarters since.
  • Vest Financial's Atmos Energy position peaked at $60.7M in Q1 2025.
  • 679 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.