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Waddell & Associates’s Atmos Energy ATO Stock Holding History

Waddell & Associates’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 		$822K Buy
4,769
+2,803
+143% +$502K 0.04% 158
2026
Q1 		$363K Buy
+1,966
New +$347K 0.02% 296

Other funds holding ATO

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Waddell & Associates's ATO Position: Q2 2026 in Review

Waddell & Associates increased its Atmos Energy (ATO) stake by 143% in Q2 2026, buying an estimated $502K and bringing the position to 4,769 shares worth $822K. The position accounts for 0.04% of the portfolio, ranked #158.

Waddell & Associates first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Waddell & Associates held 4,769 shares of Atmos Energy worth $822K as of Q2 2026.
  • Waddell & Associates bought 2,803 Atmos Energy shares in Q2 2026, an estimated $502K.
  • Atmos Energy made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #158 holding.
  • Waddell & Associates first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.