Cerity Partners
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Cerity Partners’s Atmos Energy ATO Stock Holding History

Cerity Partners’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 		$11M Buy
59,296
+8,600
+17% +$1.52M 0.02% 650
2025
Q4 		$8.5M Sell
50,696
-12,465
-20% -$2.16M 0.01% 707
2025
Q3 		$10.8M Sell
63,161
-1,394
-2% -$225K 0.02% 551
2025
Q2 		$9.95M Buy
64,555
+10,093
+19% +$1.57M 0.02% 544
2025
Q1 		$8.42M Sell
54,462
-10,990
-17% -$1.6M 0.02% 551
2024
Q4 		$9.08M Sell
65,452
-2,277
-3% -$324K 0.02% 512
2024
Q3 		$9.39M Buy
67,729
+16,409
+32% +$2.11M 0.02% 500
2024
Q2 		$5.99M Sell
51,320
-16,761
-25% -$1.95M 0.02% 560
2024
Q1 		$8.09M Buy
68,081
+61,300
+904% +$7.03M 0.02% 514
2023
Q4 		$786K Buy
6,781
+4,481
+195% +$501K ﹤0.01% 1072
2023
Q3 		$244K Sell
2,300
-4,634
-67% -$541K ﹤0.01% 1217
2023
Q2 		$807K Sell
6,934
-627
-8% -$72.6K ﹤0.01% 991
2023
Q1 		$850K Buy
7,561
+2,701
+56% +$307K ﹤0.01% 1053
2022
Q4 		$545K Sell
4,860
-1,725
-26% -$190K ﹤0.01% 905
2022
Q3 		$671K Buy
6,585
+43
+0.7% +$4.93K 0.01% 610
2022
Q2 		$733K Buy
6,542
+2,878
+79% +$330K 0.01% 628
2022
Q1 		$438K Buy
3,664
+582
+19% +$63.6K 0.01% 618
2021
Q4 		$326K Buy
+3,082
New +$292K 0.01% 741

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

Cerity Partners's ATO Position: Q1 2026 in Review

Cerity Partners increased its Atmos Energy (ATO) stake by 17% in Q1 2026, buying an estimated $1.52M and bringing the position to 59,296 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #650.

Cerity Partners first reported a position in ATO in Q4 2021 and has held it in 18 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Cerity Partners held 59,296 shares of Atmos Energy worth $11M as of Q1 2026.
  • Cerity Partners bought 8,600 Atmos Energy shares in Q1 2026, an estimated $1.52M.
  • Atmos Energy made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #650 holding.
  • Cerity Partners first reported a position in Atmos Energy in Q4 2021 and has held it in 18 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.