First National Advisers’s Atmos Energy ATO Stock Holding History

First National Advisers’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	$2.74M	Buy	14,813 +381	+3%	+$67.3K	0.4%	69
2025 Q4	$2.42M	Sell	14,432 -735	-5%	-$127K	0.33%	82
2025 Q3	$2.59M	Sell	15,167 -5,935	-28%	-$958K	0.35%	83
2025 Q2	$3.25M	Buy	21,102 +529	+3%	+$82.2K	0.48%	59
2025 Q1	$3.18M	Buy	20,573 +5,194	+34%	+$758K	0.51%	53
2024 Q4	$2.14M	Buy	15,379 +131	+0.9%	+$18.6K	0.35%	91
2024 Q3	$2.12M	Buy	15,248 +451	+3%	+$57.9K	0.34%	91
2024 Q2	$1.73M	Sell	14,797 -2,220	-13%	-$259K	0.32%	96
2024 Q1	$1.97M	Buy	17,017 +1,773	+12%	+$203K	0.44%	74
2023 Q4	$1.77M	Buy	15,244 +4,911	+48%	+$549K	0.51%	69
2023 Q3	$1.09M	Buy	10,333 +4,157	+67%	+$485K	0.49%	71
2023 Q2	$719K	Sell	6,176 -2,072	-25%	-$240K	0.66%	55
2023 Q1	$927K	Buy	8,248 +1,269	+18%	+$144K	1.05%	32
2022 Q4	$782K	Buy	6,979 +713	+11%	+$78.4K	1%	33
2022 Q3	$638K	Buy	6,266 +1,721	+38%	+$197K	0.95%	34
2022 Q2	$509K	Buy	+4,545	New	+$521K	1.06%	34

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

First National Advisers's ATO Position: Q1 2026 in Review

First National Advisers increased its Atmos Energy (ATO) stake by 2.6% in Q1 2026, buying an estimated $67.3K and bringing the position to 14,813 shares worth $2.74M. The position accounts for 0.4% of the portfolio, ranked #69.

First National Advisers first reported a position in ATO in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.25M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

First National Advisers held 14,813 shares of Atmos Energy worth $2.74M as of Q1 2026.
First National Advisers bought 381 Atmos Energy shares in Q1 2026, an estimated $67.3K.
Atmos Energy made up 0.4% of First National Advisers's portfolio in Q1 2026, its #69 holding.
First National Advisers first reported a position in Atmos Energy in Q2 2022 and has held it in 16 quarters since.
First National Advisers's Atmos Energy position peaked at $3.25M in Q2 2025.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.