Cassaday & Co Wealth Management’s Atmos Energy ATO Stock Holding History

Cassaday & Co Wealth Management’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	$24.4K	Buy	+132	New	+$23.3K	﹤0.01%	754

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

Cassaday & Co Wealth Management's ATO Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Atmos Energy (ATO) in Q1 2026: 132 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings.

1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Cassaday & Co Wealth Management held 132 shares of Atmos Energy worth $24.4K as of Q1 2026.
Atmos Energy was a new Cassaday & Co Wealth Management position in Q1 2026.
Atmos Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #754 holding.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.