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Eagle Bay Advisors’s Atmos Energy ATO Stock Holding History

Eagle Bay 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 		– Sell
-1,309
Closed -$219K – 137
2025
Q4 		$219K Buy
1,309
+125
+11% +$21.6K 0.16% 103
2025
Q3 		$202K Sell
1,184
-185
-14% -$29.9K 0.16% 107
2025
Q2 		$211K Buy
1,369
+31
+2% +$4.82K 0.17% 102
2025
Q1 		$207K Buy
1,338
+216
+19% +$31.5K 0.18% 106
2024
Q4 		$156K Sell
1,122
-84
-7% -$11.9K 0.1% 137
2024
Q3 		$167K Sell
1,206
-16
-1% -$2.06K 0.06% 194
2024
Q2 		$143K Buy
1,222
+1,016
+493% +$118K 0.09% 162
2024
Q1 		$24.5K Sell
206
-40
-16% -$4.59K 0.02% 402
2023
Q4 		$28.5K Sell
246
-983
-80% -$110K 0.02% 360
2023
Q3 		$130K Buy
1,229
+125
+11% +$14.6K 0.06% 201
2023
Q2 		$128K Sell
1,104
-6
-0.5% -$694 0.07% 173
2023
Q1 		$125K Sell
1,110
-159
-13% -$18.1K 0.07% 192
2022
Q4 		$142K Buy
1,269
+431
+51% +$47.4K 0.08% 173
2022
Q3 		$86K Sell
838
-17
-2% -$1.95K 0.05% 230
2022
Q2 		$95.8K Buy
855
+612
+252% +$70.1K 0.06% 209
2022
Q1 		$29K Buy
243
+132
+119% +$14.4K 0.02% 207
2021
Q4 		$13K Buy
111
+108
+3,600% +$10.2K 0.01% 648
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1084
2021
Q2 		$2K Buy
+3
New +$301 ﹤0.01% 818

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Eagle Bay Advisors's ATO Position: Q1 2026 in Review

Eagle Bay Advisors sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 1,309 shares — an estimated $219K sold.

Eagle Bay Advisors first reported a position in ATO in Q2 2021 and held it in 19 quarters. The position peaked at $219K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Eagle Bay Advisors reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Eagle Bay Advisors sold 1,309 Atmos Energy shares in Q1 2026, an estimated $219K.
  • Eagle Bay Advisors first reported a position in Atmos Energy in Q2 2021 and held it in 19 quarters.
  • Eagle Bay Advisors's Atmos Energy position peaked at $219K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.