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Equitable Trust’s Atmos Energy ATO Stock Holding History

Equitable Trust’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 		$437K Buy
2,365
+39
+2% +$6.89K 0.02% 347
2025
Q4 		$390K Hold
2,326
– – 0.02% 361
2025
Q3 		$397K Hold
2,326
– – 0.02% 356
2025
Q2 		$358K Sell
2,326
-260
-10% -$40.4K 0.02% 355
2025
Q1 		$400K Sell
2,586
-116
-4% -$16.9K 0.02% 349
2024
Q4 		$376K Hold
2,702
– – 0.02% 374
2024
Q3 		$375K Buy
+2,702
New +$347K 0.02% 361
2023
Q3 		– Sell
-1,846
Closed -$215K – 398
2023
Q2 		$215K Buy
+1,846
New +$214K 0.02% 384

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

Equitable Trust's ATO Position: Q1 2026 in Review

Equitable Trust increased its Atmos Energy (ATO) stake by 1.7% in Q1 2026, buying an estimated $6.89K and bringing the position to 2,365 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #347.

Equitable Trust first reported a position in ATO in Q2 2023 and has held it in 8 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Equitable Trust held 2,365 shares of Atmos Energy worth $437K as of Q1 2026.
  • Equitable Trust bought 39 Atmos Energy shares in Q1 2026, an estimated $6.89K.
  • Atmos Energy made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #347 holding.
  • Equitable Trust first reported a position in Atmos Energy in Q2 2023 and has held it in 8 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.