Focus Partners Wealth
ATO icon

Focus Partners Wealth’s Atmos Energy ATO Stock Holding History

Focus Partners Wealth’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 		$3.05M Buy
16,516
+8,115
+97% +$1.43M ﹤0.01% 1128
2025
Q4 		$1.41M Buy
8,401
+3,494
+71% +$604K ﹤0.01% 1477
2025
Q3 		$815K Sell
4,907
-1,615
-25% -$261K ﹤0.01% 1379
2025
Q2 		$1.01M Buy
6,522
+2,103
+48% +$327K ﹤0.01% 1137
2025
Q1 		$683K Sell
4,419
-525
-11% -$76.6K ﹤0.01% 1205
2024
Q4 		$689K Buy
4,944
+3,063
+163% +$436K ﹤0.01% 1192
2024
Q3 		$261K Sell
1,881
-1,781
-49% -$229K ﹤0.01% 1373
2024
Q2 		$427K Buy
+3,662
New +$427K ﹤0.01% 982

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

Focus Partners Wealth's ATO Position: Q1 2026 in Review

Focus Partners Wealth increased its Atmos Energy (ATO) stake by 97% in Q1 2026, buying an estimated $1.43M and bringing the position to 16,516 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Focus Partners Wealth first reported a position in ATO in Q2 2024 and has held it in 8 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Focus Partners Wealth held 16,516 shares of Atmos Energy worth $3.05M as of Q1 2026.
  • Focus Partners Wealth bought 8,115 Atmos Energy shares in Q1 2026, an estimated $1.43M.
  • Atmos Energy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1128 holding.
  • Focus Partners Wealth first reported a position in Atmos Energy in Q2 2024 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.