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Ancora Advisors’s Atmos Energy ATO Stock Holding History

Ancora Advisors’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 		$200K Buy
1,083
+44
+4% +$7.78K ﹤0.01% 723
2025
Q4 		$174K Buy
1,039
+51
+5% +$8.82K ﹤0.01% 773
2025
Q3 		$169K Hold
988
– – ﹤0.01% 753
2025
Q2 		$152K Hold
988
– – ﹤0.01% 785
2025
Q1 		$153K Hold
988
– – ﹤0.01% 779
2024
Q4 		$138K Sell
988
-89
-8% -$12.7K ﹤0.01% 796
2024
Q3 		$149K Buy
1,077
+302
+39% +$38.8K ﹤0.01% 754
2024
Q2 		$90.4K Sell
775
-377
-33% -$43.9K ﹤0.01% 814
2024
Q1 		$137K Buy
1,152
+11
+1% +$1.26K ﹤0.01% 754
2023
Q4 		$132K Buy
+1,141
New +$128K ﹤0.01% 755

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

Ancora Advisors's ATO Position: Q1 2026 in Review

Ancora Advisors increased its Atmos Energy (ATO) stake by 4.2% in Q1 2026, buying an estimated $7.78K and bringing the position to 1,083 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Ancora Advisors first reported a position in ATO in Q4 2023 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Ancora Advisors held 1,083 shares of Atmos Energy worth $200K as of Q1 2026.
  • Ancora Advisors bought 44 Atmos Energy shares in Q1 2026, an estimated $7.78K.
  • Atmos Energy made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #723 holding.
  • Ancora Advisors first reported a position in Atmos Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.