Florida Financial Advisors’s Atmos Energy ATO Stock Holding History

Florida Financial 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	$1.39M	Buy	7,524 +1,081	+17%	+$191K	0.33%	85
2025 Q4	$1.08M	Buy	6,443 +1,086	+20%	+$188K	0.29%	86
2025 Q3	$915K	Buy	5,357 +1,430	+36%	+$231K	0.28%	95
2025 Q2	$605K	Buy	3,927 +836	+27%	+$130K	0.2%	118
2025 Q1	$478K	Buy	+3,091	New	+$451K	0.19%	114

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

Florida Financial Advisors's ATO Position: Q1 2026 in Review

Florida Financial Advisors increased its Atmos Energy (ATO) stake by 17% in Q1 2026, buying an estimated $191K and bringing the position to 7,524 shares worth $1.39M. The position accounts for 0.33% of the portfolio, ranked #85.

Florida Financial Advisors first reported a position in ATO in Q1 2025 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Florida Financial Advisors held 7,524 shares of Atmos Energy worth $1.39M as of Q1 2026.
Florida Financial Advisors bought 1,081 Atmos Energy shares in Q1 2026, an estimated $191K.
Atmos Energy made up 0.33% of Florida Financial Advisors's portfolio in Q1 2026, its #85 holding.
Florida Financial Advisors first reported a position in Atmos Energy in Q1 2025 and has held it in 5 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.