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Brendel Financial Advisors’s Atmos Energy ATO Stock Holding History

Brendel Financial 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 		$2.52M Buy
+13,644
New +$2.41M 1.25% 40
2025
Q4 		– Sell
-22,339
Closed -$3.81M – 103
2025
Q3 		$3.81M Buy
22,339
+800
+4% +$129K 1.96% 19
2025
Q2 		$3.32M Sell
21,539
-227
-1% -$35.3K 1.86% 22
2025
Q1 		$3.37M Buy
+21,766
New +$3.18M 2.04% 15
2022
Q3 		– Sell
-14,168
Closed -$1.59M – 45
2022
Q2 		$1.59M Sell
14,168
-2,909
-17% -$333K 1.38% 30
2022
Q1 		$2.04M Buy
+17,077
New +$1.87M 1.11% 37

Other funds holding ATO

BlackRock
BlackRock New York $5.7T 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