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Carolina Wealth Advisors’s Atmos Energy ATO Stock Holding History

Carolina Wealth 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 		– Sell
-10
Closed -$1.68K – 281
2025
Q4 		$1.68K Buy
+10
New +$1.73K ﹤0.01% 241

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VCM
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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

Carolina Wealth Advisors's ATO Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 10 shares — an estimated $1.68K sold.

Carolina Wealth Advisors first reported a position in ATO in Q4 2025 and held it in 1 quarter. The position peaked at $1.68K in Q4 2025. 1,014 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 10 Atmos Energy shares in Q1 2026, an estimated $1.68K.
  • Carolina Wealth Advisors first reported a position in Atmos Energy in Q4 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's Atmos Energy position peaked at $1.68K in Q4 2025.
  • 1,014 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.