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Bruce G. Allen Investments’s Atmos Energy ATO Stock Holding History

Bruce G. Allen 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 		$72K Sell
390
-4
-1% -$707 0.05% 203
2025
Q4 		$66K Sell
394
-18
-4% -$3.11K 0.04% 219
2025
Q3 		$70.3K Sell
412
-6
-1% -$969 0.05% 214
2025
Q2 		$64.4K Buy
418
+3
+0.7% +$466 0.05% 219
2025
Q1 		$64.2K Sell
415
-22
-5% -$3.21K 0.05% 204
2024
Q4 		$60.9K Hold
437
– – 0.05% 222
2024
Q3 		$60.6K Buy
437
+9
+2% +$1.16K 0.05% 226
2024
Q2 		$49.9K Sell
428
-3
-0.7% -$350 0.04% 233
2024
Q1 		$51.2K Buy
431
+17
+4% +$1.95K 0.04% 236
2023
Q4 		$48K Buy
+414
New +$46.3K 0.04% 236

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

Bruce G. Allen Investments's ATO Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Atmos Energy (ATO) stake by 1% in Q1 2026, selling an estimated $707 and leaving 390 shares worth $72K. The position accounts for 0.05% of the portfolio, ranked #203.

Bruce G. Allen Investments first reported a position in ATO in Q4 2023 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Bruce G. Allen Investments held 390 shares of Atmos Energy worth $72K as of Q1 2026.
  • Bruce G. Allen Investments sold 4 Atmos Energy shares in Q1 2026, an estimated $707.
  • Atmos Energy made up 0.05% of Bruce G. Allen Investments's portfolio in Q1 2026, its #203 holding.
  • Bruce G. Allen Investments first reported a position in Atmos Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.