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Advisornet Financial’s Atmos Energy ATO Stock Holding History

Advisornet Financial’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 		$12K Sell
65
-201
-76% -$35.5K ﹤0.01% 1484
2025
Q4 		$44.6K Buy
266
+19
+8% +$3.29K ﹤0.01% 1089
2025
Q3 		$42.2K Sell
247
-193
-44% -$31.2K ﹤0.01% 1083
2025
Q2 		$67.8K Sell
440
-103
-19% -$16K ﹤0.01% 889
2025
Q1 		$83.9K Buy
543
+521
+2,368% +$76K 0.01% 777
2024
Q4 		$3.06K Sell
22
-12
-35% -$1.71K ﹤0.01% 1548
2024
Q3 		$4.72K Sell
34
-13
-28% -$1.67K ﹤0.01% 1591
2024
Q2 		$5.48K Sell
47
-19
-29% -$2.21K ﹤0.01% 1447
2024
Q1 		$7.84K Buy
66
+35
+113% +$4.01K ﹤0.01% 1356
2023
Q4 		$3.59K Buy
31
+10
+48% +$1.12K ﹤0.01% 1560
2023
Q3 		$2.23K Buy
21
+1
+5% +$117 ﹤0.01% 1610
2023
Q2 		$2.33K Sell
20
-3
-13% -$347 ﹤0.01% 1678
2023
Q1 		$2.58K Sell
23
-513
-96% -$58.3K ﹤0.01% 1639
2022
Q4 		$60.1K Buy
536
+520
+3,250% +$57.2K 0.01% 744
2022
Q3 		$2K Sell
16
-2
-11% -$229 ﹤0.01% 1651
2022
Q2 		$2K Sell
18
-184
-91% -$21.1K ﹤0.01% 1666
2022
Q1 		$24K Buy
202
+2
+1% +$218 ﹤0.01% 1183
2021
Q4 		$21K Sell
200
-135
-40% -$12.8K ﹤0.01% 1275
2021
Q3 		$30K Sell
335
-1,064
-76% -$103K ﹤0.01% 1138
2021
Q2 		$134K Sell
1,399
-1,350
-49% -$135K 0.01% 700
2021
Q1 		$272K Buy
2,749
+1,209
+79% +$110K 0.02% 475
2020
Q4 		$147K Buy
1,540
+1,476
+2,306% +$142K 0.01% 581
2020
Q3 		$6K Buy
+64
New +$6.39K ﹤0.01% 1374

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Advisornet Financial's ATO Position: Q1 2026 in Review

Advisornet Financial reduced its Atmos Energy (ATO) stake by 76% in Q1 2026, selling an estimated $35.5K and leaving 65 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Advisornet Financial first reported a position in ATO in Q3 2020 and has held it in 23 quarters since. The position peaked at $272K in Q1 2021. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Advisornet Financial held 65 shares of Atmos Energy worth $12K as of Q1 2026.
  • Advisornet Financial sold 201 Atmos Energy shares in Q1 2026, an estimated $35.5K.
  • Atmos Energy made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1484 holding.
  • Advisornet Financial first reported a position in Atmos Energy in Q3 2020 and has held it in 23 quarters since.
  • Advisornet Financial's Atmos Energy position peaked at $272K in Q1 2021.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.