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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
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 1.04% 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% +$9.82M 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 		$9.91M 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 		$9.86M 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

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Vest Financial's ATO Position: Q2 2026 in Review

Vest Financial reduced its Atmos Energy (ATO) stake by 14% in Q2 2026, selling an estimated $7.54M and leaving 265,448 shares worth $45.7M. The position accounts for 0.48% of the portfolio, ranked #102.

Vest Financial first reported a position in ATO in Q4 2020 and has held it in 23 quarters since. The position peaked at $60.7M in Q1 2025. 370 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Vest Financial held 265,448 shares of Atmos Energy worth $45.7M as of Q2 2026.
  • Vest Financial sold 42,114 Atmos Energy shares in Q2 2026, an estimated $7.54M.
  • Atmos Energy made up 0.48% of Vest Financial's portfolio in Q2 2026, its #102 holding.
  • Vest Financial first reported a position in Atmos Energy in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's Atmos Energy position peaked at $60.7M in Q1 2025.
  • 370 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.