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Vise Technologies’s Atmos Energy ATO Stock Holding History

Vise Technologies’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
-4,557
Closed -$764K – 1821
2026
Q1 		$764K Hold
4,557
– – 0.02% 681
2025
Q4 		$764K Buy
4,557
+1,171
+35% +$202K 0.02% 686
2025
Q3 		$578K Sell
3,386
-427
-11% -$68.9K 0.02% 610
2025
Q2 		$588K Buy
+3,813
New +$592K 0.02% 581
2024
Q4 		$346K Buy
+2,487
New +$354K 0.03% 542

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vise Technologies's ATO Position: Q2 2026 in Review

Vise Technologies sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 4,557 shares — an estimated $764K sold.

Vise Technologies first reported a position in ATO in Q4 2024 and held it in 5 quarters. The position peaked at $764K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Vise Technologies reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 4,557 Atmos Energy shares in Q2 2026, an estimated $764K.
  • Vise Technologies first reported a position in Atmos Energy in Q4 2024 and held it in 5 quarters.
  • Vise Technologies's Atmos Energy position peaked at $764K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.