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Walker Asset Management’s Atmos Energy ATO Stock Holding History

Walker 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 		$454K Buy
2,635
+15
+0.6% +$2.69K 0.23% 85
2026
Q1 		$484K Buy
2,620
+15
+0.6% +$2.65K 0.26% 74
2025
Q4 		$437K Buy
2,605
+15
+0.6% +$2.59K 0.23% 80
2025
Q3 		$442K Buy
2,590
+13
+0.5% +$2.1K 0.25% 74
2025
Q2 		$397K Buy
2,577
+15
+0.6% +$2.33K 0.23% 77
2025
Q1 		$396K Buy
2,562
+15
+0.6% +$2.19K 0.24% 73
2024
Q4 		$355K Buy
2,547
+15
+0.6% +$2.13K 0.22% 75
2024
Q3 		$351K Buy
2,532
+16
+0.6% +$2.06K 0.22% 84
2024
Q2 		$294K Buy
2,516
+17
+0.7% +$1.98K 0.2% 97
2024
Q1 		$297K Buy
2,499
+17
+0.7% +$1.95K 0.2% 99
2023
Q4 		$288K Buy
+2,482
New +$277K 0.21% 95

Other funds holding ATO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Walker Asset Management increased its Atmos Energy (ATO) stake by 0.57% in Q2 2026, buying an estimated $2.69K and bringing the position to 2,635 shares worth $454K. The position accounts for 0.23% of the portfolio, ranked #85.

Walker Asset Management first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $484K in Q1 2026. 475 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Walker Asset Management held 2,635 shares of Atmos Energy worth $454K as of Q2 2026.
  • Walker Asset Management bought 15 Atmos Energy shares in Q2 2026, an estimated $2.69K.
  • Atmos Energy made up 0.23% of Walker Asset Management's portfolio in Q2 2026, its #85 holding.
  • Walker Asset Management first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • Walker Asset Management's Atmos Energy position peaked at $484K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.