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Beacon Pointe Advisors’s Atmos Energy ATO Stock Holding History

Beacon Pointe 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 		$2.04M Buy
11,025
+8,071
+273% +$1.43M 0.01% 726
2025
Q4 		$495K Sell
2,954
-337
-10% -$58.3K ﹤0.01% 1079
2025
Q3 		$562K Buy
3,291
+609
+23% +$98.3K ﹤0.01% 972
2025
Q2 		$413K Sell
2,682
-283
-10% -$44K ﹤0.01% 941
2025
Q1 		$458K Buy
2,965
+268
+10% +$39.1K 0.01% 871
2024
Q4 		$376K Sell
2,697
-77
-3% -$11K ﹤0.01% 927
2024
Q3 		$385K Sell
2,774
-2,453
-47% -$315K ﹤0.01% 944
2024
Q2 		$610K Sell
5,227
-442
-8% -$51.5K 0.01% 810
2024
Q1 		$674K Buy
5,669
+483
+9% +$55.4K 0.01% 802
2023
Q4 		$601K Buy
5,186
+1
+0% +$112 0.01% 836
2023
Q3 		$549K Sell
5,185
-451
-8% -$52.6K 0.01% 838
2023
Q2 		$656K Buy
5,636
+795
+16% +$92K 0.01% 636
2023
Q1 		$544K Buy
4,841
+312
+7% +$35.5K 0.01% 740
2022
Q4 		$508K Buy
4,529
+62
+1% +$6.82K 0.01% 678
2022
Q3 		$455K Buy
4,467
+549
+14% +$62.9K 0.01% 670
2022
Q2 		$438K Sell
3,918
-16,033
-80% -$1.84M 0.01% 690
2022
Q1 		$2.38M Buy
19,951
+17,175
+619% +$1.88M 0.03% 411
2021
Q4 		$291K Sell
2,776
-192
-6% -$18.2K 0.01% 739
2021
Q3 		$262K Sell
2,968
-169
-5% -$16.3K 0.01% 754
2021
Q2 		$301K Buy
+3,137
New +$315K 0.01% 654

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

Beacon Pointe Advisors's ATO Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Atmos Energy (ATO) stake by 273% in Q1 2026, buying an estimated $1.43M and bringing the position to 11,025 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #726.

Beacon Pointe Advisors first reported a position in ATO in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.38M in Q1 2022. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Beacon Pointe Advisors held 11,025 shares of Atmos Energy worth $2.04M as of Q1 2026.
  • Beacon Pointe Advisors bought 8,071 Atmos Energy shares in Q1 2026, an estimated $1.43M.
  • Atmos Energy made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #726 holding.
  • Beacon Pointe Advisors first reported a position in Atmos Energy in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Atmos Energy position peaked at $2.38M in Q1 2022.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.