Brinker Capital Investments’s Atmos Energy ATO Stock Holding History

Brinker Capital 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	$3.24M	Buy	17,525 +102	+0.6%	+$18K	0.03%	532
2025 Q4	$2.92M	Buy	17,423 +2,148	+14%	+$371K	0.02%	655
2025 Q3	$2.61M	Buy	15,275 +2,715	+22%	+$438K	0.02%	697
2025 Q2	$1.94M	Buy	12,560 +3,951	+46%	+$614K	0.02%	802
2025 Q1	$1.33M	Buy	8,609 +3,729	+76%	+$544K	0.01%	921
2024 Q4	$680K	Buy	4,880 +728	+18%	+$104K	0.01%	1233
2024 Q3	$576K	Buy	4,152 +137	+3%	+$17.6K	0.01%	1286
2024 Q2	$468K	Sell	4,015 -272	-6%	-$31.7K	﹤0.01%	1296
2024 Q1	$510K	Buy	4,287 +1,009	+31%	+$116K	0.01%	1253
2023 Q4	$390K	Sell	3,278 -506	-13%	-$56.5K	﹤0.01%	1303
2023 Q3	$401K	Sell	3,784 -335	-8%	-$39.1K	﹤0.01%	1282
2023 Q2	$479K	Buy	4,119 +620	+18%	+$71.8K	0.01%	1227
2023 Q1	$393K	Buy	+3,499	New	+$398K	﹤0.01%	1236
2020 Q1	–	Sell	-36	Closed	-$4K	–	334
2019 Q4	$4K	Hold	36	–	–	﹤0.01%	680
2019 Q3	$4K	Hold	36	–	–	﹤0.01%	648
2019 Q2	$4K	Hold	36	–	–	﹤0.01%	848
2019 Q1	$4K	Hold	36	–	–	﹤0.01%	722
2018 Q4	$3K	Hold	36	–	–	﹤0.01%	588
2018 Q3	$3K	Buy	+36	New	+$3.32K	﹤0.01%	572

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brinker Capital Investments's ATO Position: Q1 2026 in Review

Brinker Capital Investments increased its Atmos Energy (ATO) stake by 0.59% in Q1 2026, buying an estimated $18K and bringing the position to 17,525 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #532.

Brinker Capital Investments first reported a position in ATO in Q3 2018 and has held it in 19 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Brinker Capital Investments held 17,525 shares of Atmos Energy worth $3.24M as of Q1 2026.
Brinker Capital Investments bought 102 Atmos Energy shares in Q1 2026, an estimated $18K.
Atmos Energy made up 0.03% of Brinker Capital Investments's portfolio in Q1 2026, its #532 holding.
Brinker Capital Investments first reported a position in Atmos Energy in Q3 2018 and has held it in 19 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.