Wakefield Asset Management’s Atmos Energy ATO Stock Holding History

Wakefield Asset Management’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	$3.96M	Buy	22,966 +322	+1%	+$57.7K	0.89%	31
2026 Q1	$4.18M	Buy	22,644 +13,051	+136%	+$2.31M	1.11%	24
2025 Q4	$1.61M	Buy	+9,593	New	+$1.66M	0.44%	68
2020 Q1	–	Sell	-8,715	Closed	-$975K	–	159
2019 Q4	$975K	Sell	8,715 -282	-3%	-$30.9K	0.41%	71
2019 Q3	$1.02M	Buy	8,997 +404	+5%	+$44.2K	0.45%	65
2019 Q2	$907K	Buy	+8,593	New	+$880K	0.36%	69

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

Wakefield Asset Management's ATO Position: Q2 2026 in Review

Wakefield Asset Management increased its Atmos Energy (ATO) stake by 1.4% in Q2 2026, buying an estimated $57.7K and bringing the position to 22,966 shares worth $3.96M. The position accounts for 0.89% of the portfolio, ranked #31.

Wakefield Asset Management first reported a position in ATO in Q2 2019 and has held it in 6 quarters since. The position peaked at $4.18M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Wakefield Asset Management held 22,966 shares of Atmos Energy worth $3.96M as of Q2 2026.
Wakefield Asset Management bought 322 Atmos Energy shares in Q2 2026, an estimated $57.7K.
Atmos Energy made up 0.89% of Wakefield Asset Management's portfolio in Q2 2026, its #31 holding.
Wakefield Asset Management first reported a position in Atmos Energy in Q2 2019 and has held it in 6 quarters since.
Wakefield Asset Management's Atmos Energy position peaked at $4.18M in Q1 2026.
1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.