AI
ATO icon

Accredited Investors’s Atmos Energy ATO Stock Holding History

Accredited Investors’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 		– Sell
-4,335
Closed -$727K – 283
2025
Q4 		$727K Buy
+4,335
New +$750K 0.04% 133

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Accredited Investors's ATO Position: Q1 2026 in Review

Accredited Investors sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 4,335 shares — an estimated $727K sold.

Accredited Investors first reported a position in ATO in Q4 2025 and held it in 1 quarter. The position peaked at $727K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Accredited Investors reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Accredited Investors sold 4,335 Atmos Energy shares in Q1 2026, an estimated $727K.
  • Accredited Investors first reported a position in Atmos Energy in Q4 2025 and held it in 1 quarter.
  • Accredited Investors's Atmos Energy position peaked at $727K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Accredited Investors's 13F filing for Q1 2026, filed 30 Apr 2026.