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AG Asset Advisory’s Atmos Energy ATO Stock Holding History

AG Asset Advisory’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 		$314K Hold
1,700
– – 0.26% 21
2025
Q4 		$285K Hold
1,700
– – 0.24% 22
2025
Q3 		$290K Hold
1,700
– – 0.24% 22
2025
Q2 		$262K Hold
1,700
– – 0.23% 20
2025
Q1 		$263K Sell
1,700
-7
-0.4% -$1.02K 0.27% 20
2024
Q4 		$238K Buy
+1,707
New +$243K 0.24% 20

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

AG Asset Advisory's ATO Position: Q1 2026 in Review

AG Asset Advisory held its Atmos Energy (ATO) position steady in Q1 2026 at 1,700 shares worth $314K. The position accounts for 0.26% of the portfolio, ranked #21.

AG Asset Advisory first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • AG Asset Advisory held 1,700 shares of Atmos Energy worth $314K as of Q1 2026.
  • AG Asset Advisory left its Atmos Energy share count unchanged in Q1 2026.
  • Atmos Energy made up 0.26% of AG Asset Advisory's portfolio in Q1 2026, its #21 holding.
  • AG Asset Advisory first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on AG Asset Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.