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Cordatus Wealth Management’s Atmos Energy ATO Stock Holding History

Cordatus 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 		$2.59M Buy
14,025
+371
+3% +$65.6K 0.62% 51
2025
Q4 		$2.29M Buy
13,654
+16
+0.1% +$2.77K 0.53% 59
2025
Q3 		$2.33M Sell
13,638
-43
-0.3% -$6.94K 0.55% 56
2025
Q2 		$2.11M Buy
13,681
+38
+0.3% +$5.9K 0.52% 56
2025
Q1 		$2.11M Sell
13,643
-6
-0% -$875 0.58% 56
2024
Q4 		$1.9M Buy
+13,649
New +$1.94M 0.5% 64
2023
Q3 		– Sell
-13,485
Closed -$1.57M – 70
2023
Q2 		$1.57M Buy
+13,485
New +$1.56M 0.59% 58
2022
Q3 		– Sell
-11,610
Closed -$1.3M – 72
2022
Q2 		$1.3M Buy
11,610
+281
+2% +$32.2K 0.61% 67
2022
Q1 		$1.35M Buy
11,329
+304
+3% +$33.2K 0.48% 86
2021
Q4 		$1.16M Buy
+11,025
New +$1.05M 0.34% 100
2021
Q1 		$932K Buy
9,434
+933
+11% +$84.9K 0.36% 102
2020
Q4 		$811K Buy
8,501
+513
+6% +$49.5K 0.34% 98
2020
Q3 		$764K Buy
7,988
+451
+6% +$45K 0.37% 93
2020
Q2 		$751K Buy
+7,537
New +$760K 0.41% 84
2020
Q1 		– Sell
-9,683
Closed -$1.08M – 96
2019
Q4 		$1.08M Buy
9,683
+3,232
+50% +$354K 0.54% 67
2019
Q3 		$735K Buy
+6,451
New +$705K 0.38% 90

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

Cordatus Wealth Management's ATO Position: Q1 2026 in Review

Cordatus Wealth Management increased its Atmos Energy (ATO) stake by 2.7% in Q1 2026, buying an estimated $65.6K and bringing the position to 14,025 shares worth $2.59M. The position accounts for 0.62% of the portfolio, ranked #51.

Cordatus Wealth Management first reported a position in ATO in Q3 2019 and has held it in 16 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Cordatus Wealth Management held 14,025 shares of Atmos Energy worth $2.59M as of Q1 2026.
  • Cordatus Wealth Management bought 371 Atmos Energy shares in Q1 2026, an estimated $65.6K.
  • Atmos Energy made up 0.62% of Cordatus Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Cordatus Wealth Management first reported a position in Atmos Energy in Q3 2019 and has held it in 16 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.