Arkadios Wealth Advisors’s Atmos Energy ATO Stock Holding History

Arkadios Wealth 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	$264K	Buy	1,429 +21	+1%	+$3.71K	﹤0.01%	1421
2025 Q4	$236K	Sell	1,408 -120	-8%	-$20.7K	﹤0.01%	1368
2025 Q3	$261K	Buy	+1,528	New	+$247K	0.01%	1211
2021 Q4	–	Sell	-50	Closed	-$4K	–	658
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	1631
2021 Q2	$4K	Buy	+50	New	+$5.01K	﹤0.01%	1755
2020 Q1	–	Sell	-21	Closed	-$2.51K	–	1211
2019 Q4	$2.51K	Buy	+21	New	+$2.3K	﹤0.01%	798

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arkadios Wealth Advisors's ATO Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Atmos Energy (ATO) stake by 1.5% in Q1 2026, buying an estimated $3.71K and bringing the position to 1,429 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Arkadios Wealth Advisors first reported a position in ATO in Q4 2019 and has held it in 6 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Arkadios Wealth Advisors held 1,429 shares of Atmos Energy worth $264K as of Q1 2026.
Arkadios Wealth Advisors bought 21 Atmos Energy shares in Q1 2026, an estimated $3.71K.
Atmos Energy made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1421 holding.
Arkadios Wealth Advisors first reported a position in Atmos Energy in Q4 2019 and has held it in 6 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.