Edgestream Partners’s Atmos Energy ATO Stock Holding History

Edgestream 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	$7.56M	Sell	40,951 -31,569	-44%	-$5.58M	0.25%	99
2025 Q4	$12.2M	Buy	+72,520	New	+$12.5M	0.34%	38
2025 Q1	–	Sell	-37,170	Closed	-$5.18M	–	838
2024 Q4	$5.18M	Buy	+37,170	New	+$5.29M	0.22%	141
2023 Q4	–	Sell	-9,443	Closed	-$1M	–	829
2023 Q3	$1M	Buy	+9,443	New	+$1.1M	0.08%	401
2023 Q2	–	Sell	-7,840	Closed	-$881K	–	715
2023 Q1	$881K	Buy	+7,840	New	+$892K	0.1%	315
2021 Q4	–	Sell	-66,181	Closed	-$5.84M	–	479
2021 Q3	$5.84M	Buy	+66,181	New	+$6.4M	0.36%	76

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Edgestream Partners's ATO Position: Q1 2026 in Review

Edgestream Partners reduced its Atmos Energy (ATO) stake by 44% in Q1 2026, selling an estimated $5.58M and leaving 40,951 shares worth $7.56M. The position accounts for 0.25% of the portfolio, ranked #99.

Edgestream Partners first reported a position in ATO in Q3 2021 and has held it in 6 quarters since. The position peaked at $12.2M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Edgestream Partners held 40,951 shares of Atmos Energy worth $7.56M as of Q1 2026.
Edgestream Partners sold 31,569 Atmos Energy shares in Q1 2026, an estimated $5.58M.
Atmos Energy made up 0.25% of Edgestream Partners's portfolio in Q1 2026, its #99 holding.
Edgestream Partners first reported a position in Atmos Energy in Q3 2021 and has held it in 6 quarters since.
Edgestream Partners's Atmos Energy position peaked at $12.2M in Q4 2025.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.