WestEnd Advisors’s Atmos Energy ATO Stock Holding History

WestEnd Advisors’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	$1.21K	Hold	7	–	–	﹤0.01%	254
2026 Q1	$1.29K	Hold	7	–	–	﹤0.01%	202
2025 Q4	$1.17K	Hold	7	–	–	﹤0.01%	212
2025 Q3	$1.2K	Buy	+7	New	+$1.13K	﹤0.01%	209
2024 Q4	–	Sell	-2	Closed	-$277	–	348
2024 Q3	$277	Hold	2	–	–	﹤0.01%	253
2024 Q2	$233	Hold	2	–	–	﹤0.01%	247
2024 Q1	$238	Hold	2	–	–	﹤0.01%	234
2023 Q4	$232	Sell	2 -2	-50%	-$223	﹤0.01%	222
2023 Q3	$424	Buy	+4	New	+$467	﹤0.01%	170
2023 Q1	–	Sell	-3	Closed	-$341	–	183
2022 Q4	$336	Buy	3 +1	+50%	+$110	﹤0.01%	179
2022 Q3	$0	Hold	2	–	–	﹤0.01%	151
2022 Q2	$224	Buy	+2	New	+$229	﹤0.01%	201

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

WestEnd Advisors's ATO Position: Q2 2026 in Review

WestEnd Advisors held its Atmos Energy (ATO) position steady in Q2 2026 at 7 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

WestEnd Advisors first reported a position in ATO in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.29K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

WestEnd Advisors held 7 shares of Atmos Energy worth $1.21K as of Q2 2026.
WestEnd Advisors left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #254 holding.
WestEnd Advisors first reported a position in Atmos Energy in Q2 2022 and has held it in 12 quarters since.
WestEnd Advisors's Atmos Energy position peaked at $1.29K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.