Avior Wealth Management’s Atmos Energy ATO Stock Holding History

Avior Wealth Management’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	–	Sell	-4,079	Closed	-$684K	–	830
2025 Q4	$684K	Sell	4,079 -1,844	-31%	-$319K	0.02%	384
2025 Q3	$1.01M	Buy	5,923 +1	+0%	+$161	0.03%	299
2025 Q2	$913K	Buy	5,922 +5,847	+7,796%	+$908K	0.03%	308
2025 Q1	$11.6K	Sell	75 -6,600	-99%	-$963K	﹤0.01%	726
2024 Q4	$930K	Sell	6,675 -1,682	-20%	-$239K	0.03%	299
2024 Q3	$1.16M	Buy	8,357 +9	+0.1%	+$1.16K	0.05%	260
2024 Q2	$974K	Sell	8,348 -10	-0.1%	-$1.17K	0.04%	276
2024 Q1	$994K	Buy	8,358 +1,237	+17%	+$142K	0.05%	288
2023 Q4	$825K	Sell	7,121 -379	-5%	-$42.4K	0.05%	243
2023 Q3	$794K	Buy	7,500 +1,383	+23%	+$161K	0.05%	230
2023 Q2	$712K	Hold	6,117	–	–	0.05%	261
2023 Q1	$687K	Buy	6,117 +397	+7%	+$45.2K	0.05%	263
2022 Q4	$641K	Hold	5,720	–	–	0.05%	251
2022 Q3	$581K	Sell	5,720 -1,500	-21%	-$172K	0.05%	241
2022 Q2	$809K	Sell	7,220 -1,500	-17%	-$172K	0.08%	175
2022 Q1	$1.04M	Sell	8,720 -1,600	-16%	-$175K	0.09%	159
2021 Q4	$1.08M	Buy	10,320 +20	+0.2%	+$1.9K	0.09%	184
2021 Q3	$908K	Buy	10,300 +1,400	+16%	+$135K	0.07%	197
2021 Q2	$855K	Buy	8,900 +1,700	+24%	+$170K	0.09%	204
2021 Q1	$710K	Buy	7,200 +6,200	+620%	+$564K	0.08%	223
2020 Q4	$95K	Hold	1,000	–	–	0.01%	447
2020 Q3	$95K	Hold	1,000	–	–	0.01%	456
2020 Q2	$99K	Hold	1,000	–	–	0.02%	438
2020 Q1	$99K	Hold	1,000	–	–	0.02%	415
2019 Q4	$111K	Hold	1,000	–	–	0.02%	417
2019 Q3	$113K	Hold	1,000	–	–	0.02%	402
2019 Q2	$106K	Hold	1,000	–	–	0.02%	404
2019 Q1	$102K	Hold	1,000	–	–	0.02%	400
2018 Q4	$92K	Hold	1,000	–	–	0.02%	437
2018 Q3	$94K	Hold	1,000	–	–	0.02%	442
2018 Q2	$90K	Hold	1,000	–	–	0.02%	448
2018 Q1	$84K	Hold	1,000	–	–	0.02%	453
2017 Q4	$86K	Sell	1,000 -2	-0.2%	-$176	0.02%	452
2017 Q3	$84K	Hold	1,002	–	–	0.03%	183
2017 Q2	$83K	Hold	1,002	–	–	0.03%	159
2017 Q1	$79K	Hold	1,002	–	–	0.03%	195
2016 Q4	$74K	Hold	1,002	–	–	0.03%	184
2016 Q3	$75K	Hold	1,002	–	–	0.03%	194
2016 Q2	$81K	Hold	1,002	–	–	0.03%	171
2016 Q1	$74K	Buy	1,002 +2	+0.2%	+$137	0.03%	171
2015 Q4	$63K	Hold	1,000	–	–	0.03%	165
2015 Q3	$58K	Hold	1,000	–	–	0.03%	162
2015 Q2	$51K	Hold	1,000	–	–	0.04%	131
2015 Q1	$55K	Hold	1,000	–	–	0.04%	127
2014 Q4	$56K	Hold	1,000	–	–	0.04%	126
2014 Q3	$48K	Hold	1,000	–	–	0.04%	134
2014 Q2	$53K	Hold	1,000	–	–	0.04%	125
2014 Q1	$47K	Buy	+1,000	New	+$46.1K	0.04%	130

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Avior Wealth Management's ATO Position: Q1 2026 in Review

Avior Wealth Management sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 4,079 shares — an estimated $684K sold.

Avior Wealth Management first reported a position in ATO in Q1 2014 and held it in 48 quarters. The position peaked at $1.16M in Q3 2024. 1,017 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Avior Wealth Management reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
Avior Wealth Management sold 4,079 Atmos Energy shares in Q1 2026, an estimated $684K.
Avior Wealth Management first reported a position in Atmos Energy in Q1 2014 and held it in 48 quarters.
Avior Wealth Management's Atmos Energy position peaked at $1.16M in Q3 2024.
1,017 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Avior Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.