Vestmark Advisory Solutions’s Atmos Energy ATO Stock Holding History

Vestmark Advisory Solutions’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	$3.22M	Buy	18,670 +2,326	+14%	+$417K	0.03%	522
2026 Q1	$3.02M	Buy	16,344 +4,618	+39%	+$816K	0.03%	483
2025 Q4	$1.97M	Buy	11,726 +9,671	+471%	+$1.67M	0.03%	580
2025 Q3	$351K	Sell	2,055 -1,949	-49%	-$315K	0.01%	759
2025 Q2	$617K	Buy	4,004 +2,559	+177%	+$397K	0.01%	578
2025 Q1	$223K	Buy	+1,445	New	+$211K	0.01%	608
2024 Q4	–	Sell	-1,968	Closed	-$273K	–	573
2024 Q3	$273K	Buy	1,968 +106	+6%	+$13.6K	0.01%	470
2024 Q2	$217K	Buy	+1,862	New	+$217K	0.01%	511
2023 Q3	–	Sell	-10,403	Closed	-$1.21M	–	448
2023 Q2	$1.21M	Buy	10,403 +777	+8%	+$89.9K	0.05%	409
2023 Q1	$1.08M	Buy	9,626 +627	+7%	+$71.3K	0.05%	419
2022 Q4	$1.01M	Buy	8,999 +577	+7%	+$63.5K	0.05%	406
2022 Q3	$858K	Buy	8,422 +1,337	+19%	+$153K	0.05%	418
2022 Q2	$794K	Buy	7,085 +2,517	+55%	+$288K	0.05%	424
2022 Q1	$546K	Buy	4,568 +1,266	+38%	+$138K	0.03%	509
2021 Q4	$346K	Buy	3,302 +712	+27%	+$67.5K	0.02%	660
2021 Q3	$228K	Buy	+2,590	New	+$250K	0.02%	753

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vestmark Advisory Solutions's ATO Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Atmos Energy (ATO) stake by 14% in Q2 2026, buying an estimated $417K and bringing the position to 18,670 shares worth $3.22M. The position accounts for 0.03% of the portfolio, ranked #522.

Vestmark Advisory Solutions first reported a position in ATO in Q3 2021 and has held it in 16 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Vestmark Advisory Solutions held 18,670 shares of Atmos Energy worth $3.22M as of Q2 2026.
Vestmark Advisory Solutions bought 2,326 Atmos Energy shares in Q2 2026, an estimated $417K.
Atmos Energy made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #522 holding.
Vestmark Advisory Solutions first reported a position in Atmos Energy in Q3 2021 and has held it in 16 quarters since.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.