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Ascent Group’s Atmos Energy ATO Stock Holding History

Ascent Group’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 		$833K Buy
4,511
+689
+18% +$122K 0.03% 401
2025
Q4 		$641K Sell
3,822
-4
-0.1% -$692 0.02% 448
2025
Q3 		$653K Buy
3,826
+1,361
+55% +$220K 0.02% 442
2025
Q2 		$380K Sell
2,465
-2,494
-50% -$387K 0.01% 531
2025
Q1 		$767K Sell
4,959
-1,548
-24% -$226K 0.03% 373
2024
Q4 		$906K Sell
6,507
-1,778
-21% -$253K 0.07% 290
2024
Q3 		$1.15M Sell
8,285
-8,392
-50% -$1.08M 0.09% 263
2024
Q2 		$1.95M Buy
16,677
+424
+3% +$49.4K 0.16% 179
2024
Q1 		$1.93M Buy
16,253
+2,990
+23% +$343K 0.17% 182
2023
Q4 		$1.51M Buy
13,263
+503
+4% +$56.2K 0.14% 200
2023
Q3 		$1.42M Buy
+12,760
New +$1.49M 0.16% 188

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

Ascent Group's ATO Position: Q1 2026 in Review

Ascent Group increased its Atmos Energy (ATO) stake by 18% in Q1 2026, buying an estimated $122K and bringing the position to 4,511 shares worth $833K. The position accounts for 0.03% of the portfolio, ranked #401.

Ascent Group first reported a position in ATO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q2 2024. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Ascent Group held 4,511 shares of Atmos Energy worth $833K as of Q1 2026.
  • Ascent Group bought 689 Atmos Energy shares in Q1 2026, an estimated $122K.
  • Atmos Energy made up 0.03% of Ascent Group's portfolio in Q1 2026, its #401 holding.
  • Ascent Group first reported a position in Atmos Energy in Q3 2023 and has held it in 11 quarters since.
  • Ascent Group's Atmos Energy position peaked at $1.95M in Q2 2024.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.