Wellington Management Group
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Wellington Management Group’s Atmos Energy ATO Stock Holding History

Wellington Management Group’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
Q1 		$1.78B Sell
9,651,472
-359,036
-4% -$63.4M 0.33% 66
2025
Q4 		$1.68B Sell
10,010,508
-457,320
-4% -$79.1M 0.29% 76
2025
Q3 		$1.79B Sell
10,467,828
-916,094
-8% -$148M 0.31% 72
2025
Q2 		$1.75B Sell
11,383,922
-938,072
-8% -$146M 0.32% 75
2025
Q1 		$1.9B Sell
12,321,994
-808,723
-6% -$118M 0.37% 69
2024
Q4 		$1.83B Sell
13,130,717
-614,635
-4% -$87.4M 0.33% 71
2024
Q3 		$1.91B Buy
13,745,352
+1,341,640
+11% +$172M 0.33% 76
2024
Q2 		$1.45B Buy
12,403,712
+2,524,531
+26% +$294M 0.26% 99
2024
Q1 		$1.17B Sell
9,879,181
-152,851
-2% -$17.5M 0.21% 120
2023
Q4 		$1.16B Buy
10,032,032
+1,041,608
+12% +$116M 0.22% 119
2023
Q3 		$952M Buy
8,990,424
+452,247
+5% +$52.8M 0.19% 122
2023
Q2 		$993M Sell
8,538,177
-251,693
-3% -$29.1M 0.19% 126
2023
Q1 		$988M Buy
8,789,870
+303,965
+4% +$34.6M 0.2% 122
2022
Q4 		$951M Buy
8,485,905
+1,034,997
+14% +$114M 0.19% 123
2022
Q3 		$759M Buy
+7,450,908
New +$854M 0.16% 137
2021
Q4 		– Sell
-3,477
Closed -$307K – 2173
2021
Q3 		$307K Sell
3,477
-79
-2% -$7.64K ﹤0.01% 2040
2021
Q2 		$342K Sell
3,556
-5,026
-59% -$504K ﹤0.01% 1997
2021
Q1 		$849K Buy
8,582
+4,900
+133% +$446K ﹤0.01% 1750
2020
Q4 		$352K Buy
+3,682
New +$355K ﹤0.01% 1786
2020
Q1 		– Sell
-2,721
Closed -$304K – 1908
2019
Q4 		$304K Buy
2,721
+651
+31% +$71.4K ﹤0.01% 1944
2019
Q3 		$235K Sell
2,070
-405
-16% -$44.3K ﹤0.01% 1975
2019
Q2 		$261K Buy
2,475
+106
+4% +$10.9K ﹤0.01% 1995
2019
Q1 		$244K Buy
2,369
+77
+3% +$7.5K ﹤0.01% 1988
2018
Q4 		$212K Sell
2,292
-2,172
-49% -$208K ﹤0.01% 2003
2018
Q3 		$419K Buy
4,464
+2,109
+90% +$195K ﹤0.01% 2080
2018
Q2 		$213K Buy
+2,355
New +$204K ﹤0.01% 2182
2018
Q1 		– Sell
-146,258
Closed -$12.6M – 2196
2017
Q4 		$12.6M Buy
146,258
+30,282
+26% +$2.66M ﹤0.01% 1200
2017
Q3 		$9.72M Sell
115,976
-1,191
-1% -$103K ﹤0.01% 1273
2017
Q2 		$9.72M Sell
117,167
-3,611
-3% -$296K ﹤0.01% 1222
2017
Q1 		$9.54M Sell
120,778
-39,386
-25% -$3.02M ﹤0.01% 1254
2016
Q4 		$11.9M Buy
160,164
+3,559
+2% +$257K ﹤0.01% 1147
2016
Q3 		$11.7M Buy
156,605
+26,041
+20% +$2M ﹤0.01% 1125
2016
Q2 		$10.6M Sell
130,564
-58,073
-31% -$4.31M ﹤0.01% 1113
2016
Q1 		$14M Sell
188,637
-33,150
-15% -$2.28M ﹤0.01% 1039
2015
Q4 		$14M Buy
221,787
+33,261
+18% +$2.04M ﹤0.01% 1075
2015
Q3 		$11M Buy
188,526
+4,570
+2% +$251K ﹤0.01% 1142
2015
Q2 		$9.43M Sell
183,956
-3,950
-2% -$212K ﹤0.01% 1240
2015
Q1 		$10.4M Buy
187,906
+5,267
+3% +$290K ﹤0.01% 1233
2014
Q4 		$10.2M Sell
182,639
-10,970
-6% -$578K ﹤0.01% 1236
2014
Q3 		$9.23M Sell
193,609
-3,710
-2% -$185K ﹤0.01% 1265
2014
Q2 		$10.5M Sell
197,319
-288,489
-59% -$14.6M ﹤0.01% 1236
2014
Q1 		$22.9M Sell
485,808
-803,584
-62% -$37M 0.01% 984
2013
Q4 		$58.6M Buy
1,289,392
+80,404
+7% +$3.55M 0.02% 688
2013
Q3 		$51.5M Buy
1,208,988
+98,850
+9% +$4.17M 0.02% 697
2013
Q2 		$45.6M Buy
+1,110,138
New +$47.3M 0.01% 718

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group's ATO Position: Q1 2026 in Review

Wellington Management Group reduced its Atmos Energy (ATO) stake by 3.6% in Q1 2026, selling an estimated $63.4M and leaving 9,651,472 shares worth $1.78B. The position accounts for 0.33% of the portfolio, ranked #66.

Wellington Management Group first reported a position in ATO in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.91B in Q3 2024. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Wellington Management Group held 9,651,472 shares of Atmos Energy worth $1.78B as of Q1 2026.
  • Wellington Management Group sold 359,036 Atmos Energy shares in Q1 2026, an estimated $63.4M.
  • Atmos Energy made up 0.33% of Wellington Management Group's portfolio in Q1 2026, its #66 holding.
  • Wellington Management Group first reported a position in Atmos Energy in Q2 2013 and has held it in 45 quarters since.
  • Wellington Management Group's Atmos Energy position peaked at $1.91B in Q3 2024.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.