AssuredPartners Investment Advisors’s Atmos Energy ATO Stock Holding History

AssuredPartners Investment 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	$655K	Sell	3,488 -1,820	-34%	-$322K	0.07%	219
2025 Q4	$890K	Buy	5,308 +2,675	+102%	+$463K	0.13%	153
2025 Q3	$450K	Buy	2,633 +1,302	+98%	+$210K	0.1%	146
2025 Q2	$205K	Sell	1,331 -3,034	-70%	-$471K	0.05%	231
2025 Q1	$675K	Sell	4,365 -508	-10%	-$74.1K	0.13%	164
2024 Q4	$679K	Buy	+4,873	New	+$693K	0.13%	159

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

AssuredPartners Investment Advisors's ATO Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Atmos Energy (ATO) stake by 34% in Q1 2026, selling an estimated $322K and leaving 3,488 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #219.

AssuredPartners Investment Advisors first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. The position peaked at $890K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

AssuredPartners Investment Advisors held 3,488 shares of Atmos Energy worth $655K as of Q1 2026.
AssuredPartners Investment Advisors sold 1,820 Atmos Energy shares in Q1 2026, an estimated $322K.
Atmos Energy made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #219 holding.
AssuredPartners Investment Advisors first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Atmos Energy position peaked at $890K in Q4 2025.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.