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Carbahal Olsen Financial Services Group’s Atmos Energy ATO Stock Holding History

Carbahal Olsen Financial Services Group’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 		$222K Hold
1,200
– – 0.18% 35
2025
Q4 		$201K Hold
1,200
– – 0.15% 42
2025
Q3 		$205K Buy
+1,200
New +$194K 0.16% 36

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BlackRock
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State Street
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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

Carbahal Olsen Financial Services Group's ATO Position: Q1 2026 in Review

Carbahal Olsen Financial Services Group held its Atmos Energy (ATO) position steady in Q1 2026 at 1,200 shares worth $222K. The position accounts for 0.18% of the portfolio, ranked #35.

Carbahal Olsen Financial Services Group first reported a position in ATO in Q3 2025 and has held it in 3 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Carbahal Olsen Financial Services Group held 1,200 shares of Atmos Energy worth $222K as of Q1 2026.
  • Carbahal Olsen Financial Services Group left its Atmos Energy share count unchanged in Q1 2026.
  • Atmos Energy made up 0.18% of Carbahal Olsen Financial Services Group's portfolio in Q1 2026, its #35 holding.
  • Carbahal Olsen Financial Services Group first reported a position in Atmos Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q1 2026, filed 11 May 2026.