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AE Wealth Management’s Atmos Energy ATO Stock Holding History

AE Wealth 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
Q1 		$2.63M Buy
14,252
+3,986
+39% +$704K 0.01% 567
2025
Q4 		$1.72M Buy
10,266
+628
+7% +$109K 0.01% 650
2025
Q3 		$1.65M Buy
+9,638
New +$1.56M 0.01% 621
2024
Q1 		– Sell
-2,865
Closed -$326K – 1196
2023
Q4 		$326K Buy
2,865
+123
+4% +$13.7K ﹤0.01% 1662
2023
Q3 		$290K Buy
2,742
+489
+22% +$57.1K ﹤0.01% 1625
2023
Q2 		$262K Buy
2,253
+298
+15% +$34.5K ﹤0.01% 1653
2023
Q1 		$220K Sell
1,955
-241
-11% -$27.4K ﹤0.01% 1695
2022
Q4 		$246K Sell
2,196
-74
-3% -$8.14K ﹤0.01% 1585
2022
Q3 		$231K Sell
2,270
-1,664
-42% -$191K ﹤0.01% 1561
2022
Q2 		$441K Buy
3,934
+1,310
+50% +$150K ﹤0.01% 1267
2022
Q1 		$314K Buy
2,624
+599
+30% +$65.4K ﹤0.01% 1396
2021
Q4 		$212K Buy
+2,025
New +$192K ﹤0.01% 1583
2021
Q3 		– Sell
-3,453
Closed -$332K – 1625
2021
Q2 		$332K Sell
3,453
-190
-5% -$19.1K ﹤0.01% 1301
2021
Q1 		$360K Sell
3,643
-713
-16% -$64.9K ﹤0.01% 1190
2020
Q4 		$416K Buy
4,356
+1,574
+57% +$152K ﹤0.01% 1020
2020
Q3 		$266K Buy
2,782
+20
+0.7% +$2K ﹤0.01% 1081
2020
Q2 		$275K Sell
2,762
-660
-19% -$66.6K ﹤0.01% 1049
2020
Q1 		$340K Sell
3,422
-1,123
-25% -$123K 0.01% 843
2019
Q4 		$508K Buy
4,545
+243
+6% +$26.7K 0.01% 733
2019
Q3 		$490K Sell
4,302
-329
-7% -$36K 0.01% 618
2019
Q2 		$489K Buy
4,631
+2,234
+93% +$229K 0.01% 594
2019
Q1 		$247K Sell
2,397
-125
-5% -$12.2K 0.02% 531
2018
Q4 		$234K Buy
+2,522
New +$241K 0.04% 403

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

AE Wealth Management's ATO Position: Q1 2026 in Review

AE Wealth Management increased its Atmos Energy (ATO) stake by 39% in Q1 2026, buying an estimated $704K and bringing the position to 14,252 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #567.

AE Wealth Management first reported a position in ATO in Q4 2018 and has held it in 23 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • AE Wealth Management held 14,252 shares of Atmos Energy worth $2.63M as of Q1 2026.
  • AE Wealth Management bought 3,986 Atmos Energy shares in Q1 2026, an estimated $704K.
  • Atmos Energy made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #567 holding.
  • AE Wealth Management first reported a position in Atmos Energy in Q4 2018 and has held it in 23 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.