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Farther Finance Advisors’s Atmos Energy ATO Stock Holding History

Farther Finance 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
Q3 		$826K Buy
5,282
+1,412
+36% +$239K 0.01% 1248
2026
Q2 		$668K Buy
3,870
+199
+5% +$35.6K 0.01% 1347
2026
Q1 		$681K Buy
3,671
+501
+16% +$88.5K 0.01% 1198
2025
Q4 		$531K Buy
3,170
+662
+26% +$114K 0.01% 1266
2025
Q3 		$428K Sell
2,508
-1,681
-40% -$271K 0.01% 1159
2025
Q2 		$646K Buy
4,189
+2,619
+167% +$407K 0.01% 787
2025
Q1 		$243K Sell
1,570
-460
-23% -$67.1K 0.01% 1149
2024
Q4 		$283K Sell
2,030
-371
-15% -$52.8K 0.01% 836
2024
Q3 		$333K Buy
2,401
+994
+71% +$128K 0.01% 774
2024
Q2 		$163K Sell
1,407
-2,060
-59% -$240K 0.01% 926
2024
Q1 		$409K Buy
3,467
+2,619
+309% +$300K 0.02% 450
2023
Q4 		$98.3K Sell
848
-78
-8% -$8.72K 0.01% 807
2023
Q3 		$98.1K Sell
926
-141
-13% -$16.5K 0.02% 563
2023
Q2 		$124K Sell
1,067
-37
-3% -$4.28K 0.03% 398
2023
Q1 		$124K Sell
1,104
-17
-2% -$1.93K 0.04% 351
2022
Q4 		$126K Buy
+1,121
New +$123K 0.05% 286

Other funds holding ATO

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Farther Finance Advisors's ATO Position: Q3 2026 in Review

Farther Finance Advisors increased its Atmos Energy (ATO) stake by 36% in Q3 2026, buying an estimated $239K and bringing the position to 5,282 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #1248.

Farther Finance Advisors first reported a position in ATO in Q4 2022 and has held it in 16 quarters since. 27 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Farther Finance Advisors held 5,282 shares of Atmos Energy worth $826K as of Q3 2026.
  • Farther Finance Advisors bought 1,412 Atmos Energy shares in Q3 2026, an estimated $239K.
  • Atmos Energy made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1248 holding.
  • Farther Finance Advisors first reported a position in Atmos Energy in Q4 2022 and has held it in 16 quarters since.
  • 27 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.