W.H. Cornerstone Investments’s Atmos Energy ATO Stock Holding History

W.H. Cornerstone Investments’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	$388K	Sell	2,255 -1,706	-43%	-$306K	0.22%	93
2026 Q1	$732K	Sell	3,961 -3,689	-48%	-$652K	0.46%	45
2025 Q4	$1.28M	Sell	7,650 -599	-7%	-$104K	0.77%	33
2025 Q3	$1.41M	Buy	8,249 +624	+8%	+$101K	0.86%	29
2025 Q2	$1.18M	Buy	7,625 +1,093	+17%	+$170K	0.74%	38
2025 Q1	$1.01M	Buy	+6,532	New	+$953K	0.7%	38

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

W.H. Cornerstone Investments's ATO Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Atmos Energy (ATO) stake by 43% in Q2 2026, selling an estimated $306K and leaving 2,255 shares worth $388K. The position accounts for 0.22% of the portfolio, ranked #93.

W.H. Cornerstone Investments first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.41M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

W.H. Cornerstone Investments held 2,255 shares of Atmos Energy worth $388K as of Q2 2026.
W.H. Cornerstone Investments sold 1,706 Atmos Energy shares in Q2 2026, an estimated $306K.
Atmos Energy made up 0.22% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #93 holding.
W.H. Cornerstone Investments first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
W.H. Cornerstone Investments's Atmos Energy position peaked at $1.41M in Q3 2025.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.