Westside Investment Management’s Atmos Energy ATO Stock Holding History

Westside Investment 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	$82.2K	Hold	477	–	–	0.01%	472
2026 Q1	$88.7K	Hold	477	–	–	0.01%	435
2025 Q4	$80.2K	Buy	477 +33	+7%	+$5.71K	0.01%	434
2025 Q3	$75.6K	Buy	444 +72	+19%	+$11.6K	0.01%	445
2025 Q2	$57.3K	Buy	372 +72	+24%	+$11.2K	0.01%	437
2025 Q1	$46.4K	Hold	300	–	–	0.01%	417
2024 Q4	$41.8K	Hold	300	–	–	0.01%	429
2024 Q3	$41.6K	Hold	300	–	–	0.01%	429
2024 Q2	$35K	Hold	300	–	–	0.01%	445
2024 Q1	$35.7K	Hold	300	–	–	0.01%	426
2023 Q4	$34.8K	Hold	300	–	–	0.01%	411
2023 Q3	$31.8K	Hold	300	–	–	0.01%	415
2023 Q2	$34.9K	Hold	300	–	–	0.01%	403
2023 Q1	$33.7K	Hold	300	–	–	0.01%	414
2022 Q4	$33	Hold	300	–	–	﹤0.01%	461
2022 Q3	$30	Hold	300	–	–	﹤0.01%	458
2022 Q2	$33	Hold	300	–	–	﹤0.01%	449
2022 Q1	$35	Buy	+300	New	+$32.8K	﹤0.01%	453

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

Westside Investment Management's ATO Position: Q2 2026 in Review

Westside Investment Management held its Atmos Energy (ATO) position steady in Q2 2026 at 477 shares worth $82.2K. The position accounts for 0.01% of the portfolio, ranked #472.

Westside Investment Management first reported a position in ATO in Q1 2022 and has held it in 18 quarters since. The position peaked at $88.7K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Westside Investment Management held 477 shares of Atmos Energy worth $82.2K as of Q2 2026.
Westside Investment Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #472 holding.
Westside Investment Management first reported a position in Atmos Energy in Q1 2022 and has held it in 18 quarters since.
Westside Investment Management's Atmos Energy position peaked at $88.7K in Q1 2026.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.