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D.A. Davidson & Co’s Atmos Energy ATO Stock Holding History

D.A. Davidson & Co’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 		$2.07M Buy
11,217
+112
+1% +$19.8K 0.01% 686
2025
Q4 		$1.86M Sell
11,105
-25
-0.2% -$4.32K 0.01% 685
2025
Q3 		$1.9M Buy
11,130
+200
+2% +$32.3K 0.01% 657
2025
Q2 		$1.68M Sell
10,930
-99
-0.9% -$15.4K 0.01% 661
2025
Q1 		$1.7M Buy
11,029
+81
+0.7% +$11.8K 0.01% 617
2024
Q4 		$1.52M Buy
10,948
+934
+9% +$133K 0.01% 645
2024
Q3 		$1.39M Sell
10,014
-213
-2% -$27.4K 0.01% 661
2024
Q2 		$1.19M Sell
10,227
-125
-1% -$14.6K 0.01% 678
2024
Q1 		$1.23M Sell
10,352
-22
-0.2% -$2.52K 0.01% 672
2023
Q4 		$1.2M Buy
10,374
+36
+0.3% +$4.02K 0.01% 647
2023
Q3 		$1.1M Buy
10,338
+103
+1% +$12K 0.01% 655
2023
Q2 		$1.19M Hold
10,235
– – 0.01% 639
2023
Q1 		$1.15M Buy
10,235
+12
+0.1% +$1.36K 0.01% 624
2022
Q4 		$1.15M Hold
10,223
– – 0.01% 588
2022
Q3 		$1.04M Buy
10,223
+10
+0.1% +$1.15K 0.01% 576
2022
Q2 		$1.15M Buy
10,213
+44
+0.4% +$5.04K 0.01% 558
2022
Q1 		$1.22M Buy
10,169
+133
+1% +$14.5K 0.01% 597
2021
Q4 		$1.05M Buy
10,036
+66
+0.7% +$6.26K 0.01% 644
2021
Q3 		$879K Buy
9,970
+100
+1% +$9.67K 0.01% 668
2021
Q2 		$949K Hold
9,870
– – 0.01% 646
2021
Q1 		$976K Buy
+9,870
New +$898K 0.01% 594
2017
Q3 		– Sell
-375
Closed -$31K – 1140
2017
Q2 		$31K Hold
375
– – ﹤0.01% 1689
2017
Q1 		$29K Hold
375
– – ﹤0.01% 1713
2016
Q4 		$27K Buy
+375
New +$27.1K ﹤0.01% 1829
2016
Q3 		– Sell
-375
Closed -$30K – 2383
2016
Q2 		$30K Hold
375
– – ﹤0.01% 1607
2016
Q1 		$27K Hold
375
– – ﹤0.01% 1613
2015
Q4 		$23K Hold
375
– – ﹤0.01% 1662
2015
Q3 		$21K Buy
+375
New +$20.6K ﹤0.01% 1648

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

D.A. Davidson & Co's ATO Position: Q1 2026 in Review

D.A. Davidson & Co increased its Atmos Energy (ATO) stake by 1% in Q1 2026, buying an estimated $19.8K and bringing the position to 11,217 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #686.

D.A. Davidson & Co first reported a position in ATO in Q3 2015 and has held it in 28 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • D.A. Davidson & Co held 11,217 shares of Atmos Energy worth $2.07M as of Q1 2026.
  • D.A. Davidson & Co bought 112 Atmos Energy shares in Q1 2026, an estimated $19.8K.
  • Atmos Energy made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #686 holding.
  • D.A. Davidson & Co first reported a position in Atmos Energy in Q3 2015 and has held it in 28 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.