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Delta Financial Advisors’s Atmos Energy ATO Stock Holding History

Delta Financial 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 		$1.68M Sell
9,118
-96
-1% -$17K 0.44% 63
2025
Q4 		$1.54M Buy
9,214
+15
+0.2% +$2.59K 0.4% 68
2025
Q3 		$1.57M Buy
9,199
+13
+0.1% +$2.1K 0.44% 61
2025
Q2 		$1.42M Sell
9,186
-166
-2% -$25.8K 0.5% 55
2025
Q1 		$1.45M Buy
9,352
+14
+0.1% +$2.04K 0.54% 56
2024
Q4 		$1.3M Buy
9,338
+15
+0.2% +$2.13K 0.48% 58
2024
Q3 		$1.29M Sell
9,323
-120
-1% -$15.4K 0.47% 62
2024
Q2 		$1.1M Buy
9,443
+77
+0.8% +$8.97K 0.43% 67
2024
Q1 		$1.11M Buy
9,366
+516
+6% +$59.2K 0.44% 70
2023
Q4 		$1.03M Buy
8,850
+690
+8% +$77.1K 0.44% 67
2023
Q3 		$864K Buy
8,160
+10
+0.1% +$1.17K 0.39% 77
2023
Q2 		$948K Buy
8,150
+314
+4% +$36.3K 0.42% 71
2023
Q1 		$880K Buy
7,836
+7
+0.1% +$796 0.42% 73
2022
Q4 		$877K Sell
7,829
-94
-1% -$10.3K 0.43% 73
2022
Q3 		$807K Buy
7,923
+97
+1% +$11.1K 0.43% 75
2022
Q2 		$877K Sell
7,826
-296
-4% -$33.9K 0.44% 74
2022
Q1 		$971K Buy
8,122
+345
+4% +$37.7K 0.41% 73
2021
Q4 		$815K Buy
7,777
+235
+3% +$22.3K 0.33% 80
2021
Q3 		$665K Sell
7,542
-125
-2% -$12.1K 0.3% 86
2021
Q2 		$737K Buy
7,667
+83
+1% +$8.32K 0.32% 84
2021
Q1 		$750K Buy
7,584
+198
+3% +$18K 0.35% 80
2020
Q4 		$705K Sell
7,386
-1,629
-18% -$157K 0.35% 82
2020
Q3 		$862K Buy
9,015
+1,487
+20% +$148K 0.48% 71
2020
Q2 		$750K Buy
7,528
+725
+11% +$73.1K 0.44% 72
2020
Q1 		$675K Buy
6,803
+1,425
+26% +$157K 0.46% 72
2019
Q4 		$602K Buy
5,378
+1,187
+28% +$130K 0.24% 87
2019
Q3 		$477K Buy
+4,191
New +$458K 0.19% 96

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

Delta Financial Advisors's ATO Position: Q1 2026 in Review

Delta Financial Advisors reduced its Atmos Energy (ATO) stake by 1% in Q1 2026, selling an estimated $17K and leaving 9,118 shares worth $1.68M. The position accounts for 0.44% of the portfolio, ranked #63.

Delta Financial Advisors first reported a position in ATO in Q3 2019 and has held it in 27 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Delta Financial Advisors held 9,118 shares of Atmos Energy worth $1.68M as of Q1 2026.
  • Delta Financial Advisors sold 96 Atmos Energy shares in Q1 2026, an estimated $17K.
  • Atmos Energy made up 0.44% of Delta Financial Advisors's portfolio in Q1 2026, its #63 holding.
  • Delta Financial Advisors first reported a position in Atmos Energy in Q3 2019 and has held it in 27 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.