Wellington-Altus USA’s Atmos Energy ATO Stock Holding History

Wellington-Altus USA’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	$117K	Hold	634	–	–	0.08%	194
2026 Q1	$109K	Hold	634	–	–	0.06%	236
2025 Q4	$106K	Buy	+634	New	+$110K	0.08%	195

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

Wellington-Altus USA's ATO Position: Q2 2026 in Review

Wellington-Altus USA held its Atmos Energy (ATO) position steady in Q2 2026 at 634 shares worth $117K. The position accounts for 0.08% of the portfolio, ranked #194.

Wellington-Altus USA first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Wellington-Altus USA held 634 shares of Atmos Energy worth $117K as of Q2 2026.
Wellington-Altus USA left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.08% of Wellington-Altus USA's portfolio in Q2 2026, its #194 holding.
Wellington-Altus USA first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.