Flagship Harbor Advisors’s Atmos Energy ATO Stock Holding History

Flagship Harbor 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	-13	Closed	-$2.18K	–	833
2025 Q4	$2.18K	Buy	+13	New	+$2.25K	﹤0.01%	1841
2020 Q4	–	Sell	-625	Closed	-$59K	–	634
2020 Q3	$59K	Buy	625 +4	+0.6%	+$399	0.01%	803
2020 Q2	$61K	Sell	621 -84	-12%	-$8.47K	0.01%	792
2020 Q1	$70K	Buy	705 +90	+15%	+$9.9K	0.01%	663
2019 Q4	$69K	Buy	615 +4	+0.7%	+$439	0.01%	720
2019 Q3	$69K	Sell	611 -37	-6%	-$4.04K	0.01%	687
2019 Q2	$68K	Buy	648 +43	+7%	+$4.4K	0.01%	667
2019 Q1	$62K	Buy	605 +3	+0.5%	+$292	0.01%	692
2018 Q4	$55K	Buy	602 +3	+0.5%	+$287	0.01%	674
2018 Q3	$56K	Sell	599 -42	-7%	-$3.88K	0.01%	764
2018 Q2	$57K	Buy	+641	New	+$55.5K	0.01%	740

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Flagship Harbor Advisors's ATO Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 13 shares — an estimated $2.18K sold.

Flagship Harbor Advisors first reported a position in ATO in Q2 2018 and held it in 11 quarters. The position peaked at $70K in Q1 2020. 1,017 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Flagship Harbor Advisors reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 13 Atmos Energy shares in Q1 2026, an estimated $2.18K.
Flagship Harbor Advisors first reported a position in Atmos Energy in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's Atmos Energy position peaked at $70K in Q1 2020.
1,017 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.