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BCS Wealth Management’s Atmos Energy ATO Stock Holding History

BCS 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
-1,926
Closed -$323K – 253
2025
Q4 		$323K Buy
+1,926
New +$333K 0.03% 280

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BCS Wealth Management sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 1,926 shares — an estimated $323K sold.

BCS Wealth Management first reported a position in ATO in Q4 2025 and held it in 1 quarter. The position peaked at $323K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • BCS Wealth Management reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 1,926 Atmos Energy shares in Q1 2026, an estimated $323K.
  • BCS Wealth Management first reported a position in Atmos Energy in Q4 2025 and held it in 1 quarter.
  • BCS Wealth Management's Atmos Energy position peaked at $323K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.