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 Q3	$1.1K	Hold	7	–	–	﹤0.01%	280
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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

WestEnd Advisors's ATO Position: Q3 2026 in Review

WestEnd Advisors held its Atmos Energy (ATO) position steady in Q3 2026 at 7 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

WestEnd Advisors first reported a position in ATO in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.29K in Q1 2026. 297 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

WestEnd Advisors held 7 shares of Atmos Energy worth $1.1K as of Q3 2026.
WestEnd Advisors left its Atmos Energy share count unchanged in Q3 2026.
Atmos Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #280 holding.
WestEnd Advisors first reported a position in Atmos Energy in Q2 2022 and has held it in 13 quarters since.
WestEnd Advisors's Atmos Energy position peaked at $1.29K in Q1 2026.
297 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.