Rothwell Investment Advisors, LLC’s Atmos Energy ATO Stock Holding History

Rothwell Investment Advisors, LLC’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	$62.1K	Buy	+397	New	+$67.3K	0.03%	378

Other funds holding ATO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ATO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Atmos Energy (ATO) in Q3 2026: 397 shares worth $62.1K. The stake represents 0.03% of the portfolio and ranks #378 among its holdings.

538 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

Rothwell Investment Advisors, LLC held 397 shares of Atmos Energy worth $62.1K as of Q3 2026.
Atmos Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Atmos Energy made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #378 holding.
538 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.