AI
ATO icon

Atria Investments’s Atmos Energy ATO Stock Holding History

Atria Investments’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 		$3.73M Sell
20,196
-2,898
-13% -$512K 0.04% 462
2025
Q4 		$3.87M Buy
23,094
+1,320
+6% +$228K 0.04% 464
2025
Q3 		$3.72M Sell
21,774
-2,747
-11% -$444K 0.04% 490
2025
Q2 		$3.78M Sell
24,521
-776
-3% -$121K 0.04% 480
2025
Q1 		$3.91M Sell
25,297
-11,245
-31% -$1.64M 0.05% 445
2024
Q4 		$5.09M Buy
36,542
+5,143
+16% +$732K 0.06% 340
2024
Q3 		$4.36M Buy
31,399
+402
+1% +$51.6K 0.05% 402
2024
Q2 		$3.62M Buy
30,997
+85
+0.3% +$9.9K 0.05% 438
2024
Q1 		$3.67M Buy
30,912
+8,363
+37% +$959K 0.05% 427
2023
Q4 		$2.61M Buy
22,549
+3,029
+16% +$338K 0.04% 498
2023
Q3 		$2.07M Buy
19,520
+651
+3% +$76K 0.04% 558
2023
Q2 		$2.2M Buy
18,869
+454
+2% +$52.5K 0.04% 513
2023
Q1 		$2.07M Buy
18,415
+274
+2% +$31.2K 0.04% 522
2022
Q4 		$2.03M Buy
18,141
+1,153
+7% +$127K 0.04% 502
2022
Q3 		$1.73M Sell
16,988
-3,103
-15% -$355K 0.04% 533
2022
Q2 		$2.25M Buy
20,091
+8,021
+66% +$919K 0.05% 459
2022
Q1 		$1.44M Buy
+12,070
New +$1.32M 0.03% 695
2021
Q1 		– Sell
-17,013
Closed -$1.62M – 704
2020
Q4 		$1.62M Buy
+17,013
New +$1.64M 0.04% 489
2020
Q3 		– Sell
-17,633
Closed -$1.76M – 582
2020
Q2 		$1.76M Sell
17,633
-392
-2% -$39.5K 0.06% 343
2020
Q1 		$1.79M Buy
18,025
+3,099
+21% +$341K 0.14% 149
2019
Q4 		$1.67M Buy
+14,926
New +$1.64M 0.05% 371

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

Atria Investments's ATO Position: Q1 2026 in Review

Atria Investments reduced its Atmos Energy (ATO) stake by 13% in Q1 2026, selling an estimated $512K and leaving 20,196 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #462.

Atria Investments first reported a position in ATO in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.09M in Q4 2024. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Atria Investments held 20,196 shares of Atmos Energy worth $3.73M as of Q1 2026.
  • Atria Investments sold 2,898 Atmos Energy shares in Q1 2026, an estimated $512K.
  • Atmos Energy made up 0.04% of Atria Investments's portfolio in Q1 2026, its #462 holding.
  • Atria Investments first reported a position in Atmos Energy in Q4 2019 and has held it in 21 quarters since.
  • Atria Investments's Atmos Energy position peaked at $5.09M in Q4 2024.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.